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Valeo Financial Advisors’s Trade Desk TTD Stock Holding History

Valeo 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
Q2 		– Sell
-3,500
Closed -$79.4K – 883
2026
Q1 		$79.4K Buy
3,500
+1,800
+106% +$52K ﹤0.01% 717
2025
Q4 		$64.5K Buy
+1,700
New +$75.4K ﹤0.01% 801
2021
Q1 		– Sell
-4,000
Closed -$320K – 2189
2020
Q4 		$320K Buy
+4,000
New +$302K 0.02% 321

Other funds holding TTD

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
JSA
Jacobson & Schmitt Advisors Middleton, Wisconsin $612M AUM 13.48% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
DRS
Deane Retirement Strategies New Orleans, Louisiana $236M AUM 22.39% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
LG
LaFleur & Godfrey Grand Rapids, Michigan $842M AUM 24.12% 1-Year Est. Return
LTAS
Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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. 114 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.
  • 114 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.