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Wealthspire Advisors (New York)’s Trade Desk TTD Stock Holding History

Wealthspire Advisors (New York)’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
-5,933
Closed -$225K – 1093
2025
Q4 		$225K Buy
5,933
+5,387
+987% +$239K ﹤0.01% 922
2025
Q3 		$26.8K Buy
+546
New +$34.6K ﹤0.01% 1524
2024
Q3 		– Sell
-6,128
Closed -$599K – 770
2024
Q2 		$599K Buy
+6,128
New +$553K 0.01% 395
2021
Q2 		– Sell
-5,550
Closed -$362K – 643
2021
Q1 		$362K Buy
5,550
+1,480
+36% +$114K 0.01% 495
2020
Q4 		$326K Buy
4,070
+130
+3% +$9.82K 0.01% 416
2020
Q3 		$204K Buy
+3,940
New +$180K 0.01% 303
2019
Q1 		– Sell
-70
Closed -$1K – 731
2018
Q4 		$1K Buy
+70
New +$876 ﹤0.01% 842

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
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

Wealthspire Advisors (New York)'s TTD Position: Q1 2026 in Review

Wealthspire Advisors (New York) sold out of Trade Desk (TTD) in Q1 2026, closing a stake of 5,933 shares — an estimated $225K sold.

Wealthspire Advisors (New York) first reported a position in TTD in Q4 2018 and held it in 7 quarters. The position peaked at $599K in Q2 2024. 774 funds tracked by Wall St. Rank hold TTD as of Q1 2026.

  • Wealthspire Advisors (New York) reported no remaining Trade Desk position as of Q1 2026 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 5,933 Trade Desk shares in Q1 2026, an estimated $225K.
  • Wealthspire Advisors (New York) first reported a position in Trade Desk in Q4 2018 and held it in 7 quarters.
  • Wealthspire Advisors (New York)'s Trade Desk position peaked at $599K in Q2 2024.
  • 774 funds tracked by Wall St. Rank held Trade Desk as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.