Valeo Financial Advisors’s Trade Desk TTD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-7,797
| Closed | -$177K | – | 882 |
|
|
2026
Q1 | $177K | Sell |
7,797
-1,635
| -17% | -$47.2K | ﹤0.01% | 699 |
|
|
2025
Q4 | $358K | Hold |
9,432
| – | – | 0.01% | 562 |
|
|
2025
Q3 | $462K | Buy |
9,432
+54
| +0.6% | +$3.43K | 0.01% | 481 |
|
|
2025
Q2 | $675K | Sell |
9,378
-84
| -0.9% | -$5.36K | 0.02% | 384 |
|
|
2025
Q1 | $518K | Buy |
9,462
+656
| +7% | +$59.4K | 0.01% | 408 |
|
|
2024
Q4 | $1.03M | Buy |
8,806
+817
| +10% | +$101K | 0.03% | 257 |
|
|
2024
Q3 | $876K | Buy |
7,989
+63
| +0.8% | +$6.29K | 0.03% | 281 |
|
|
2024
Q2 | $774K | Sell |
7,926
-135
| -2% | -$12.2K | 0.02% | 288 |
|
|
2024
Q1 | $675K | Buy |
8,061
+1,180
| +17% | +$89.4K | 0.02% | 304 |
|
|
2023
Q4 | $495K | Buy |
6,881
+849
| +14% | +$62.4K | 0.02% | 370 |
|
|
2023
Q3 | $471K | Sell |
6,032
-268
| -4% | -$21.7K | 0.02% | 349 |
|
|
2023
Q2 | $486K | Buy |
6,300
+409
| +7% | +$27.7K | 0.02% | 326 |
|
|
2023
Q1 | $359K | Sell |
5,891
-311
| -5% | -$16.6K | 0.02% | 395 |
|
|
2022
Q4 | $278K | Buy |
6,202
+867
| +16% | +$44K | 0.02% | 405 |
|
|
2022
Q3 | $319K | Sell |
5,335
-304
| -5% | -$17.3K | 0.02% | 328 |
|
|
2022
Q2 | $236K | Buy |
5,639
+2,355
| +72% | +$129K | 0.01% | 411 |
|
|
2022
Q1 | $227K | Sell |
3,284
-2,020
| -38% | -$146K | 0.01% | 515 |
|
|
2021
Q4 | $486K | Buy |
+5,304
| New | +$465K | 0.03% | 313 |
|
|
2021
Q2 | – | Sell |
-1,120
| Closed | -$73K | – | 1722 |
|
|
2021
Q1 | $73K | Sell |
1,120
-530
| -32% | -$41K | ﹤0.01% | 727 |
|
|
2020
Q4 | $132K | Sell |
1,650
-60
| -4% | -$4.53K | 0.01% | 505 |
|
|
2020
Q3 | $89K | Sell |
1,710
-1,540
| -47% | -$70.3K | 0.01% | 499 |
|
|
2020
Q2 | $132K | Buy |
3,250
+630
| +24% | +$19K | 0.01% | 415 |
|
|
2020
Q1 | $56K | Buy |
2,620
+670
| +34% | +$17.3K | 0.01% | 571 |
|
|
2019
Q4 | $51K | Sell |
1,950
-60
| -3% | -$1.35K | 0.01% | 640 |
|
|
2019
Q3 | $38K | Buy |
2,010
+420
| +26% | +$10K | ﹤0.01% | 688 |
|
|
2019
Q2 | $36K | Buy |
1,590
+590
| +59% | +$12.7K | ﹤0.01% | 691 |
|
|
2019
Q1 | $20K | Hold |
1,000
| – | – | ﹤0.01% | 795 |
|
|
2018
Q4 | $12K | Hold |
1,000
| – | – | ﹤0.01% | 843 |
|
|
2018
Q3 | $12K | Buy |
+1,000
| New | +$11.9K | ﹤0.01% | 923 |
|
Other funds holding TTD
Valeo Financial Advisors's TTD Position: Q2 2026 in Review
Valeo Financial Advisors sold out of Trade Desk (TTD) in Q2 2026, closing a stake of 7,797 shares — an estimated $177K sold.
Valeo Financial Advisors first reported a position in TTD in Q3 2018 and held it in 29 quarters. The position peaked at $1.03M in Q4 2024. 679 funds tracked by Wall St. Rank hold TTD as of Q2 2026.
- Valeo Financial Advisors reported no remaining Trade Desk position as of Q2 2026 after selling out during the quarter.
- Valeo Financial Advisors sold 7,797 Trade Desk shares in Q2 2026, an estimated $177K.
- Valeo Financial Advisors first reported a position in Trade Desk in Q3 2018 and held it in 29 quarters.
- Valeo Financial Advisors's Trade Desk position peaked at $1.03M in Q4 2024.
- 679 funds tracked by Wall St. Rank held Trade Desk as of Q2 2026.
Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.