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Whipplewood Advisors’s Trade Desk TTD Stock Holding History

Whipplewood Advisors’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
Q2 		– Sell
-1
Closed -$23 – 1004
2026
Q1 		$23 Buy
+1
New +$29 ﹤0.01% 1061
2025
Q3 		– Sell
-45
Closed -$3.24K – 1094
2025
Q2 		$3.24K Buy
45
+5
+13% +$319 ﹤0.01% 782
2025
Q1 		$7.22K Sell
40
-696
-95% -$63K ﹤0.01% 625
2024
Q4 		$86.5K Buy
+736
New +$91.1K 0.05% 244

Other funds holding TTD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Whipplewood Advisors's TTD Position: Q2 2026 in Review

Whipplewood Advisors sold out of Trade Desk (TTD) in Q2 2026, closing a stake of 1 share — an estimated $23 sold.

Whipplewood Advisors first reported a position in TTD in Q4 2024 and held it in 4 quarters. The position peaked at $86.5K in Q4 2024. 679 funds tracked by Wall St. Rank hold TTD as of Q2 2026.

  • Whipplewood Advisors reported no remaining Trade Desk position as of Q2 2026 after selling out during the quarter.
  • Whipplewood Advisors sold 1 Trade Desk share in Q2 2026, an estimated $23.
  • Whipplewood Advisors first reported a position in Trade Desk in Q4 2024 and held it in 4 quarters.
  • Whipplewood Advisors's Trade Desk position peaked at $86.5K in Q4 2024.
  • 679 funds tracked by Wall St. Rank held Trade Desk as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.