WMA
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Wealth Management Associates’s Trade Desk TTD Stock Holding History

Wealth Management Associates’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
-5,581
Closed -$212K – 255
2025
Q4 		$212K Sell
5,581
-40
-0.7% -$1.77K 0.07% 218
2025
Q3 		$275K Sell
5,621
-5,715
-50% -$363K 0.1% 183
2025
Q2 		$816K Sell
11,336
-721
-6% -$46K 0.32% 63
2025
Q1 		$660K Buy
12,057
+743
+7% +$67.2K 0.28% 70
2024
Q4 		$1.33M Sell
11,314
-92
-0.8% -$11.4K 0.57% 40
2024
Q3 		$1.25M Buy
11,406
+358
+3% +$35.7K 0.55% 41
2024
Q2 		$1.08M Hold
11,048
– – 0.51% 43
2024
Q1 		$1.08M Buy
11,048
+3,394
+44% +$257K 0.51% 43
2023
Q4 		$551K Sell
7,654
-51
-0.7% -$3.75K 0.29% 75
2023
Q3 		$602K Hold
7,705
– – 0.35% 67
2023
Q2 		$595K Buy
7,705
+210
+3% +$14.2K 0.34% 69
2023
Q1 		$457K Sell
7,495
-75
-1% -$3.99K 0.28% 84
2022
Q4 		$339K Buy
7,570
+570
+8% +$28.9K 0.23% 104
2022
Q3 		$418K Buy
7,000
+420
+6% +$23.9K 0.29% 96
2022
Q2 		$276K Sell
6,580
-85
-1% -$4.66K 0.19% 133
2022
Q1 		$462K Buy
6,665
+10
+0.2% +$722 0.26% 101
2021
Q4 		$610K Sell
6,655
-235
-3% -$20.6K 0.33% 78
2021
Q3 		$484K Buy
6,890
+80
+1% +$6.18K 0.28% 91
2021
Q2 		$527K Buy
6,810
+100
+1% +$6.39K 0.3% 81
2021
Q1 		$437K Sell
6,710
-500
-7% -$38.6K 0.28% 93
2020
Q4 		$578K Sell
7,210
-200
-3% -$15.1K 0.38% 64
2020
Q3 		$384K Sell
7,410
-950
-11% -$43.4K 0.3% 78
2020
Q2 		$340K Buy
+8,360
New +$252K 0.29% 87

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 Management Associates's TTD Position: Q1 2026 in Review

Wealth Management Associates sold out of Trade Desk (TTD) in Q1 2026, closing a stake of 5,581 shares — an estimated $212K sold.

Wealth Management Associates first reported a position in TTD in Q2 2020 and held it in 23 quarters. The position peaked at $1.33M in Q4 2024. 772 funds tracked by Wall St. Rank hold TTD as of Q1 2026.

  • Wealth Management Associates reported no remaining Trade Desk position as of Q1 2026 after selling out during the quarter.
  • Wealth Management Associates sold 5,581 Trade Desk shares in Q1 2026, an estimated $212K.
  • Wealth Management Associates first reported a position in Trade Desk in Q2 2020 and held it in 23 quarters.
  • Wealth Management Associates's Trade Desk position peaked at $1.33M in Q4 2024.
  • 772 funds tracked by Wall St. Rank held Trade Desk as of Q1 2026.

Based on Wealth Management Associates's 13F filing for Q1 2026, filed 13 May 2026.