VWA
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Valued Wealth Advisors’s Trade Desk TTD Stock Holding History

Valued 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
-31
Closed -$1.18K – 770
2025
Q4 		$1.18K Hold
31
– – ﹤0.01% 457
2025
Q3 		$1.52K Hold
31
– – ﹤0.01% 406
2025
Q2 		$2.23K Hold
31
– – ﹤0.01% 374
2025
Q1 		$1.7K Hold
31
– – ﹤0.01% 427
2024
Q4 		$3.64K Sell
31
-5
-14% -$619 ﹤0.01% 344
2024
Q3 		$3.95K Buy
36
+5
+16% +$499 ﹤0.01% 311
2024
Q2 		$3.03K Hold
31
– – ﹤0.01% 328
2024
Q1 		$2.71K Hold
31
– – ﹤0.01% 321
2023
Q4 		$2.42K Buy
+31
New +$2.28K ﹤0.01% 280

Other funds holding TTD

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Valued Wealth Advisors's TTD Position: Q1 2026 in Review

Valued Wealth Advisors sold out of Trade Desk (TTD) in Q1 2026, closing a stake of 31 shares — an estimated $1.18K sold.

Valued Wealth Advisors first reported a position in TTD in Q4 2023 and held it in 9 quarters. The position peaked at $3.95K in Q3 2024. 778 funds tracked by Wall St. Rank hold TTD as of Q1 2026.

  • Valued Wealth Advisors reported no remaining Trade Desk position as of Q1 2026 after selling out during the quarter.
  • Valued Wealth Advisors sold 31 Trade Desk shares in Q1 2026, an estimated $1.18K.
  • Valued Wealth Advisors first reported a position in Trade Desk in Q4 2023 and held it in 9 quarters.
  • Valued Wealth Advisors's Trade Desk position peaked at $3.95K in Q3 2024.
  • 778 funds tracked by Wall St. Rank held Trade Desk as of Q1 2026.

Based on Valued Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.