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Twin Peaks Wealth Advisors’s Trade Desk TTD Stock Holding History

Twin Peaks Wealth Advisors’s Portfolio TTD Stock Details TTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-532
Closed -$12.1K – 2050
2026
Q1 		$12.1K Buy
+532
New +$15.4K ﹤0.01% 959
2025
Q3 		– Sell
-393
Closed -$20.9K – 1977
2025
Q2 		$20.9K Buy
+393
New +$25.1K 0.01% 589

Other funds holding TTD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Twin Peaks Wealth Advisors's TTD Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Trade Desk (TTD) in Q2 2026, closing a stake of 532 shares — an estimated $12.1K sold.

Twin Peaks Wealth Advisors first reported a position in TTD in Q2 2025 and held it in 2 quarters. The position peaked at $20.9K in Q2 2025. 686 funds tracked by Wall St. Rank hold TTD as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Trade Desk position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 532 Trade Desk shares in Q2 2026, an estimated $12.1K.
  • Twin Peaks Wealth Advisors first reported a position in Trade Desk in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Trade Desk position peaked at $20.9K in Q2 2025.
  • 686 funds tracked by Wall St. Rank held Trade Desk as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.