UCFA
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United Capital Financial Advisors’s Trade Desk TTD Stock Holding History

United Capital Financial 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 		$542K Buy
23,874
+12,360
+107% +$357K ﹤0.01% 1028
2025
Q4 		$437K Buy
11,514
+891
+8% +$39.5K ﹤0.01% 1021
2025
Q3 		$521K Sell
10,623
-16,369
-61% -$1.04M ﹤0.01% 841
2025
Q2 		$1.94M Buy
26,992
+695
+3% +$44.4K 0.02% 452
2025
Q1 		$1.44M Sell
26,297
-2,310
-8% -$209K 0.01% 490
2024
Q4 		$3.36M Sell
28,607
-4,478
-14% -$554K 0.03% 321
2024
Q3 		$3.63M Buy
33,085
+7,564
+30% +$755K 0.03% 314
2024
Q2 		$2.49M Buy
25,521
+6,871
+37% +$620K 0.02% 360
2024
Q1 		$1.63M Buy
18,650
+298
+2% +$22.6K 0.01% 466
2023
Q4 		$1.32M Sell
18,352
-3,917
-18% -$288K 0.01% 496
2023
Q3 		$1.74M Sell
22,269
-229
-1% -$18.5K 0.01% 443
2023
Q2 		$1.74M Sell
22,498
-3,559
-14% -$241K 0.01% 461
2023
Q1 		$1.59M Sell
26,057
-8,223
-24% -$438K 0.01% 485
2022
Q4 		$1.54M Sell
34,280
-4,012
-10% -$203K 0.01% 531
2022
Q3 		$2.29M Sell
38,292
-911
-2% -$51.8K 0.01% 451
2022
Q2 		$1.64M Sell
39,203
-4,122
-10% -$226K 0.01% 532
2022
Q1 		$3M Sell
43,325
-2,200
-5% -$159K 0.01% 448
2021
Q4 		$4.17M Buy
45,525
+3,606
+9% +$316K 0.02% 400
2021
Q3 		$2.95M Sell
41,919
-3,009
-7% -$233K 0.01% 465
2021
Q2 		$3.48M Buy
44,928
+328
+0.7% +$21K 0.02% 432
2021
Q1 		$2.91M Buy
44,600
+17,490
+65% +$1.35M 0.02% 437
2020
Q4 		$2.17M Buy
27,110
+22,920
+547% +$1.73M 0.01% 489
2020
Q3 		$217K Sell
4,190
-27,530
-87% -$1.26M ﹤0.01% 1053
2020
Q2 		$1.29M Sell
31,720
-870
-3% -$26.2K 0.01% 599
2020
Q1 		$629K Sell
32,590
-7,530
-19% -$195K 0.01% 743
2019
Q4 		$1.04M Buy
40,120
+130
+0.3% +$2.92K 0.01% 767
2019
Q3 		$750K Sell
39,990
-7,070
-15% -$168K 0.01% 831
2019
Q2 		$1.07M Buy
47,060
+7,690
+20% +$165K 0.01% 790
2019
Q1 		$779K Buy
+39,370
New +$645K 0.01% 844

Other funds holding TTD

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

United Capital Financial Advisors's TTD Position: Q1 2026 in Review

United Capital Financial Advisors increased its Trade Desk (TTD) stake by 107% in Q1 2026, buying an estimated $357K and bringing the position to 23,874 shares worth $542K. The position accounts for ﹤0.01% of the portfolio, ranked #1028.

United Capital Financial Advisors first reported a position in TTD in Q1 2019 and has held it in 29 quarters since. The position peaked at $4.17M in Q4 2021. 772 funds tracked by Wall St. Rank hold TTD as of Q1 2026.

  • United Capital Financial Advisors held 23,874 shares of Trade Desk worth $542K as of Q1 2026.
  • United Capital Financial Advisors bought 12,360 Trade Desk shares in Q1 2026, an estimated $357K.
  • Trade Desk made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #1028 holding.
  • United Capital Financial Advisors first reported a position in Trade Desk in Q1 2019 and has held it in 29 quarters since.
  • United Capital Financial Advisors's Trade Desk position peaked at $4.17M in Q4 2021.
  • 772 funds tracked by Wall St. Rank held Trade Desk as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.