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

Visionary 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
-7,562
Closed -$287K – 652
2025
Q4 		$287K Sell
7,562
-2,072
-22% -$91.8K 0.01% 506
2025
Q3 		$472K Sell
9,634
-485
-5% -$30.8K 0.02% 398
2025
Q2 		$728K Buy
10,119
+327
+3% +$20.9K 0.04% 312
2025
Q1 		$536K Sell
9,792
-1,464
-13% -$132K 0.03% 339
2024
Q4 		$1.32M Buy
11,256
+294
+3% +$36.4K 0.08% 218
2024
Q3 		$1.2M Sell
10,962
-459
-4% -$45.8K 0.07% 230
2024
Q2 		$1.12M Buy
11,421
+86
+0.8% +$7.76K 0.07% 232
2024
Q1 		$991K Sell
11,335
-269
-2% -$20.4K 0.07% 234
2023
Q4 		$835K Buy
11,604
+2,249
+24% +$165K 0.06% 247
2023
Q3 		$731K Buy
9,355
+4,070
+77% +$329K 0.06% 246
2023
Q2 		$408K Sell
5,285
-155
-3% -$10.5K 0.03% 319
2023
Q1 		$331K Buy
5,440
+80
+1% +$4.26K 0.03% 336
2022
Q4 		$240K Buy
5,360
+50
+0.9% +$2.54K 0.02% 368
2022
Q3 		$317K Sell
5,310
-560
-10% -$31.9K 0.03% 284
2022
Q2 		$246K Buy
5,870
+435
+8% +$23.8K 0.02% 358
2022
Q1 		$376K Buy
5,435
+405
+8% +$29.3K 0.03% 292
2021
Q4 		$461K Sell
5,030
-2,895
-37% -$254K 0.04% 242
2021
Q3 		$557K Buy
7,925
+145
+2% +$11.2K 0.06% 178
2021
Q2 		$602K Buy
7,780
+2,050
+36% +$131K 0.06% 185
2021
Q1 		$373K Buy
5,730
+210
+4% +$16.2K 0.04% 223
2020
Q4 		$442K Buy
5,520
+100
+2% +$7.55K 0.05% 193
2020
Q3 		$281K Sell
5,420
-330
-6% -$15.1K 0.04% 199
2020
Q2 		$234K Buy
+5,750
New +$173K 0.04% 205

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

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

Visionary Wealth Advisors sold out of Trade Desk (TTD) in Q1 2026, closing a stake of 7,562 shares — an estimated $287K sold.

Visionary Wealth Advisors first reported a position in TTD in Q2 2020 and held it in 23 quarters. The position peaked at $1.32M in Q4 2024. 772 funds tracked by Wall St. Rank hold TTD as of Q1 2026.

  • Visionary Wealth Advisors reported no remaining Trade Desk position as of Q1 2026 after selling out during the quarter.
  • Visionary Wealth Advisors sold 7,562 Trade Desk shares in Q1 2026, an estimated $287K.
  • Visionary Wealth Advisors first reported a position in Trade Desk in Q2 2020 and held it in 23 quarters.
  • Visionary Wealth Advisors's Trade Desk position peaked at $1.32M in Q4 2024.
  • 772 funds tracked by Wall St. Rank held Trade Desk as of Q1 2026.

Based on Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.