Walser Wealth Management’s Trade Desk TTD Stock Holding History

Walser 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	–	Sell	-5,585	Closed	-$212K	–	205
2025 Q4	$212K	Buy	+5,585	New	+$248K	0.11%	135

Other funds holding TTD

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

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

Walser Wealth Management sold out of Trade Desk (TTD) in Q1 2026, closing a stake of 5,585 shares — an estimated $212K sold.

Walser Wealth Management first reported a position in TTD in Q4 2025 and held it in 1 quarter. The position peaked at $212K in Q4 2025. 776 funds tracked by Wall St. Rank hold TTD as of Q1 2026.

Walser Wealth Management reported no remaining Trade Desk position as of Q1 2026 after selling out during the quarter.
Walser Wealth Management sold 5,585 Trade Desk shares in Q1 2026, an estimated $212K.
Walser Wealth Management first reported a position in Trade Desk in Q4 2025 and held it in 1 quarter.
Walser Wealth Management's Trade Desk position peaked at $212K in Q4 2025.
776 funds tracked by Wall St. Rank held Trade Desk as of Q1 2026.

Based on Walser Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.