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TTD icon

ViaWealth’s Trade Desk TTD Stock Holding History

ViaWealth’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
-5,690
Closed -$216K – 168
2025
Q4 		$216K Sell
5,690
-2,800
-33% -$124K 0.12% 144
2025
Q3 		$416K Buy
8,490
+2,231
+36% +$142K 0.23% 113
2025
Q2 		$451K Buy
6,259
+2,025
+48% +$129K 0.27% 104
2025
Q1 		$232K Buy
4,234
+50
+1% +$4.52K 0.14% 142
2024
Q4 		$492K Sell
4,184
-100
-2% -$12.4K 0.3% 96
2024
Q3 		$470K Hold
4,284
– – 0.27% 110
2024
Q2 		$418K Sell
4,284
-100
-2% -$9.02K 0.26% 111
2024
Q1 		$383K Sell
4,384
-474
-10% -$35.9K 0.24% 119
2023
Q4 		$350K Buy
4,858
+2,000
+70% +$147K 0.24% 121
2023
Q3 		$223K Sell
2,858
-635
-18% -$51.3K 0.16% 144
2023
Q2 		$270K Sell
3,493
-1,975
-36% -$134K 0.2% 130
2023
Q1 		$333K Sell
5,468
-875
-14% -$46.6K 0.26% 120
2022
Q4 		$279K Buy
+6,343
New +$322K 0.23% 128

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

ViaWealth's TTD Position: Q1 2026 in Review

ViaWealth sold out of Trade Desk (TTD) in Q1 2026, closing a stake of 5,690 shares — an estimated $216K sold.

ViaWealth first reported a position in TTD in Q4 2022 and held it in 13 quarters. The position peaked at $492K in Q4 2024. 772 funds tracked by Wall St. Rank hold TTD as of Q1 2026.

  • ViaWealth reported no remaining Trade Desk position as of Q1 2026 after selling out during the quarter.
  • ViaWealth sold 5,690 Trade Desk shares in Q1 2026, an estimated $216K.
  • ViaWealth first reported a position in Trade Desk in Q4 2022 and held it in 13 quarters.
  • ViaWealth's Trade Desk position peaked at $492K in Q4 2024.
  • 772 funds tracked by Wall St. Rank held Trade Desk as of Q1 2026.

Based on ViaWealth's 13F filing for Q1 2026, filed 11 May 2026.