U.S. Capital Wealth Advisors’s Trade Desk TTD Stock Holding History

U.S. Capital 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 Q1	–	Sell	-6,632	Closed	-$252K	–	1081
2025 Q4	$252K	Sell	6,632 -1,000	-13%	-$44.3K	0.01%	856
2025 Q3	$374K	Buy	+7,632	New	+$484K	0.01%	704
2025 Q1	–	Sell	-3,033	Closed	-$356K	–	895
2024 Q4	$356K	Buy	3,033 +854	+39%	+$106K	0.01%	639
2024 Q3	$239K	Sell	2,179 -1,038	-32%	-$104K	0.01%	639
2024 Q2	$314K	Buy	3,217 +342	+12%	+$30.9K	0.01%	560
2024 Q1	$251K	Hold	2,875	–	–	0.01%	602
2023 Q4	$207K	Buy	+2,875	New	+$211K	0.01%	628
2023 Q1	–	Sell	-1,675	Closed	-$75.1K	–	1460
2022 Q4	$75.1K	Buy	+1,675	New	+$84.9K	﹤0.01%	785
2021 Q4	–	Sell	-4,160	Closed	-$292K	–	761
2021 Q3	$292K	Buy	+4,160	New	+$322K	0.01%	614

Other funds holding TTD

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

U.S. Capital Wealth Advisors's TTD Position: Q1 2026 in Review

U.S. Capital Wealth Advisors sold out of Trade Desk (TTD) in Q1 2026, closing a stake of 6,632 shares — an estimated $252K sold.

U.S. Capital Wealth Advisors first reported a position in TTD in Q3 2021 and held it in 9 quarters. The position peaked at $374K in Q3 2025. 774 funds tracked by Wall St. Rank hold TTD as of Q1 2026.

U.S. Capital Wealth Advisors reported no remaining Trade Desk position as of Q1 2026 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 6,632 Trade Desk shares in Q1 2026, an estimated $252K.
U.S. Capital Wealth Advisors first reported a position in Trade Desk in Q3 2021 and held it in 9 quarters.
U.S. Capital Wealth Advisors's Trade Desk position peaked at $374K in Q3 2025.
774 funds tracked by Wall St. Rank held Trade Desk as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.