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Wealth Alliance’s Trade Desk TTD Stock Holding History

Wealth Alliance’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 		$220K Buy
9,690
+2,277
+31% +$65.7K 0.02% 516
2025
Q4 		$281K Sell
7,413
-8,199
-53% -$363K 0.03% 446
2025
Q3 		$765K Sell
15,612
-2,401
-13% -$152K 0.08% 216
2025
Q2 		$1.3M Sell
18,013
-2,225
-11% -$142K 0.14% 140
2025
Q1 		$1.11M Buy
20,238
+851
+4% +$77K 0.13% 149
2024
Q4 		$2.28M Buy
19,387
+49
+0.3% +$6.06K 0.27% 76
2024
Q3 		$2.12M Buy
19,338
+803
+4% +$80.1K 0.25% 75
2024
Q2 		$1.81M Buy
18,535
+106
+0.6% +$9.56K 0.23% 81
2024
Q1 		$1.61M Sell
18,429
-313
-2% -$23.7K 0.21% 101
2023
Q4 		$1.35M Buy
18,742
+929
+5% +$68.3K 0.19% 109
2023
Q3 		$1.39M Sell
17,813
-519
-3% -$42K 0.22% 98
2023
Q2 		$1.42M Sell
18,332
-343
-2% -$23.2K 0.21% 105
2023
Q1 		$1.14M Buy
18,675
+319
+2% +$17K 0.18% 124
2022
Q4 		$823K Sell
18,356
-3,386
-16% -$172K 0.15% 159
2022
Q3 		$1.3M Sell
21,742
-1,250
-5% -$71.1K 0.26% 87
2022
Q2 		$963K Buy
+22,992
New +$1.26M 0.18% 131
2022
Q1 		– Sell
-2,572
Closed -$236K – 483
2021
Q4 		$236K Buy
+2,572
New +$225K 0.05% 385
2021
Q3 		– Sell
-2,590
Closed -$200K – 450
2021
Q2 		$200K Buy
+2,590
New +$165K 0.05% 409

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

Wealth Alliance's TTD Position: Q1 2026 in Review

Wealth Alliance increased its Trade Desk (TTD) stake by 31% in Q1 2026, buying an estimated $65.7K and bringing the position to 9,690 shares worth $220K. The position accounts for 0.02% of the portfolio, ranked #516.

Wealth Alliance first reported a position in TTD in Q2 2021 and has held it in 18 quarters since. The position peaked at $2.28M in Q4 2024. 772 funds tracked by Wall St. Rank hold TTD as of Q1 2026.

  • Wealth Alliance held 9,690 shares of Trade Desk worth $220K as of Q1 2026.
  • Wealth Alliance bought 2,277 Trade Desk shares in Q1 2026, an estimated $65.7K.
  • Trade Desk made up 0.02% of Wealth Alliance's portfolio in Q1 2026, its #516 holding.
  • Wealth Alliance first reported a position in Trade Desk in Q2 2021 and has held it in 18 quarters since.
  • Wealth Alliance's Trade Desk position peaked at $2.28M in Q4 2024.
  • 772 funds tracked by Wall St. Rank held Trade Desk as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.