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Venturi Wealth Management’s Trade Desk TTD Stock Holding History

Venturi Wealth Management’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 		$347K Buy
15,314
+4,752
+45% +$137K 0.02% 433
2025
Q4 		$401K Buy
10,562
+249
+2% +$11K 0.02% 400
2025
Q3 		$505K Buy
10,313
+5,613
+119% +$356K 0.02% 332
2025
Q2 		$338K Sell
4,700
-1,142
-20% -$72.9K 0.02% 393
2025
Q1 		$320K Buy
5,842
+971
+20% +$87.8K 0.02% 430
2024
Q4 		$572K Buy
4,871
+108
+2% +$13.4K 0.03% 314
2024
Q3 		$522K Buy
4,763
+3
+0.1% +$299 0.03% 290
2024
Q2 		$465K Buy
4,760
+367
+8% +$33.1K 0.03% 289
2024
Q1 		$384K Buy
4,393
+43
+1% +$3.26K 0.02% 288
2023
Q4 		$313K Sell
4,350
-9
-0.2% -$661 0.02% 309
2023
Q3 		$341K Buy
4,359
+9
+0.2% +$728 0.03% 278
2023
Q2 		$336K Buy
4,350
+123
+3% +$8.32K 0.03% 260
2023
Q1 		$257K Buy
+4,227
New +$225K 0.02% 293
2022
Q1 		– Sell
-2,200
Closed -$202K – 360
2021
Q4 		$202K Buy
+2,200
New +$193K 0.02% 331

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

Venturi Wealth Management's TTD Position: Q1 2026 in Review

Venturi Wealth Management increased its Trade Desk (TTD) stake by 45% in Q1 2026, buying an estimated $137K and bringing the position to 15,314 shares worth $347K. The position accounts for 0.02% of the portfolio, ranked #433.

Venturi Wealth Management first reported a position in TTD in Q4 2021 and has held it in 14 quarters since. The position peaked at $572K in Q4 2024. 772 funds tracked by Wall St. Rank hold TTD as of Q1 2026.

  • Venturi Wealth Management held 15,314 shares of Trade Desk worth $347K as of Q1 2026.
  • Venturi Wealth Management bought 4,752 Trade Desk shares in Q1 2026, an estimated $137K.
  • Trade Desk made up 0.02% of Venturi Wealth Management's portfolio in Q1 2026, its #433 holding.
  • Venturi Wealth Management first reported a position in Trade Desk in Q4 2021 and has held it in 14 quarters since.
  • Venturi Wealth Management's Trade Desk position peaked at $572K in Q4 2024.
  • 772 funds tracked by Wall St. Rank held Trade Desk as of Q1 2026.

Based on Venturi Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.