WE
TTD icon

Wealth Effects’s Trade Desk TTD Stock Holding History

Wealth Effects’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
-28,850
Closed -$1.1M – 251
2025
Q4 		$1.1M Sell
28,850
-33,527
-54% -$1.49M 0.34% 53
2025
Q3 		$3.06M Sell
62,377
-1,350
-2% -$85.7K 0.98% 16
2025
Q2 		$4.59M Sell
63,727
-1,015
-2% -$64.8K 1.72% 10
2025
Q1 		$3.54M Buy
64,742
+6,684
+12% +$605K 1.49% 10
2024
Q4 		$6.82M Buy
58,058
+120
+0.2% +$14.8K 2.42% 9
2024
Q3 		$6.35M Buy
57,938
+425
+0.7% +$42.4K 2.23% 9
2024
Q2 		$5.62M Buy
57,513
+1,075
+2% +$97K 2.04% 10
2024
Q1 		$4.93M Sell
56,438
-280
-0.5% -$21.2K 1.82% 10
2023
Q4 		$4.08M Buy
56,718
+6,373
+13% +$468K 1.53% 12
2023
Q3 		$3.93M Buy
50,345
+3,075
+7% +$249K 1.94% 11
2023
Q2 		$3.65M Sell
47,270
-2,025
-4% -$137K 1.61% 10
2023
Q1 		$3M Sell
49,295
-40
-0.1% -$2.13K 1.54% 11
2022
Q4 		$2.21M Sell
49,335
-5,070
-9% -$257K 1.26% 14
2022
Q3 		$3.25M Buy
54,405
+530
+1% +$30.2K 1.99% 9
2022
Q2 		$2.26M Sell
53,875
-4,950
-8% -$271K 1.36% 14
2022
Q1 		$4.07M Sell
58,825
-2,225
-4% -$161K 1.9% 11
2021
Q4 		$5.59M Buy
+61,050
New +$5.35M 2.32% 8

Other funds holding TTD

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Wealth Effects's TTD Position: Q1 2026 in Review

Wealth Effects sold out of Trade Desk (TTD) in Q1 2026, closing a stake of 28,850 shares — an estimated $1.1M sold.

Wealth Effects first reported a position in TTD in Q4 2021 and held it in 17 quarters. The position peaked at $6.82M in Q4 2024. 777 funds tracked by Wall St. Rank hold TTD as of Q1 2026.

  • Wealth Effects reported no remaining Trade Desk position as of Q1 2026 after selling out during the quarter.
  • Wealth Effects sold 28,850 Trade Desk shares in Q1 2026, an estimated $1.1M.
  • Wealth Effects first reported a position in Trade Desk in Q4 2021 and held it in 17 quarters.
  • Wealth Effects's Trade Desk position peaked at $6.82M in Q4 2024.
  • 777 funds tracked by Wall St. Rank held Trade Desk as of Q1 2026.

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