WJWM
TTD icon

Williams Jones Wealth Management’s Trade Desk TTD Stock Holding History

Williams Jones Wealth Management’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 		$3.15M Sell
174,041
-7,700
-4% -$164K 0.04% 170
2026
Q1 		$4.12M Sell
181,741
-210,151
-54% -$6.07M 0.05% 146
2025
Q4 		$14.9M Sell
391,892
-137,233
-26% -$6.08M 0.17% 79
2025
Q3 		$25.9M Sell
529,125
-589,507
-53% -$37.4M 0.3% 61
2025
Q2 		$80.5M Buy
1,118,632
+202,324
+22% +$12.9M 0.96% 35
2025
Q1 		$50.1M Sell
916,308
-7,957
-0.9% -$720K 0.64% 45
2024
Q4 		$109M Sell
924,265
-48,748
-5% -$6.03M 1.31% 25
2024
Q3 		$107M Sell
973,013
-1,356
-0.1% -$135K 1.25% 28
2024
Q2 		$95.2M Sell
974,369
-4,973
-0.5% -$449K 1.18% 29
2024
Q1 		$85.6M Sell
979,342
-3,624
-0.4% -$275K 1.09% 31
2023
Q4 		$70.7M Sell
982,966
-4,301
-0.4% -$316K 0.99% 32
2023
Q3 		$77.2M Sell
987,267
-5,943
-0.6% -$481K 1.19% 29
2023
Q2 		$76.7M Buy
993,210
+9,060
+0.9% +$613K 1.15% 30
2023
Q1 		$59.9M Sell
984,150
-21,787
-2% -$1.16M 0.94% 31
2022
Q4 		$45.1M Sell
1,005,937
-35,865
-3% -$1.82M 0.76% 32
2022
Q3 		$62.2M Sell
1,041,802
-15,280
-1% -$869K 1.08% 30
2022
Q2 		$44.3M Sell
1,057,082
-19,296
-2% -$1.06M 0.72% 35
2022
Q1 		$74.5M Sell
1,076,378
-50,844
-5% -$3.67M 1.04% 32
2021
Q4 		$103M Sell
1,127,222
-13,587
-1% -$1.19M 1.29% 25
2021
Q3 		$80.2M Sell
1,140,809
-18,762
-2% -$1.45M 1.12% 30
2021
Q2 		$89.7M Sell
1,159,571
-43,819
-4% -$2.8M 1.25% 29
2021
Q1 		$78.4M Sell
1,203,390
-402,830
-25% -$31.1M 1.23% 29
2020
Q4 		$129M Sell
1,606,220
-580,450
-27% -$43.8M 2.1% 12
2020
Q3 		$113M Sell
2,186,670
-200,000
-8% -$9.13M 2.1% 13
2020
Q2 		$97M Buy
2,386,670
+4,540
+0.2% +$137K 1.99% 15
2020
Q1 		$46M Sell
2,382,130
-342,070
-13% -$8.85M 1.2% 29
2019
Q4 		$70.8M Sell
2,724,200
-9,250
-0.3% -$208K 1.35% 27
2019
Q3 		$51.3M Buy
+2,733,450
New +$65.1M 1.05% 36

Other funds holding TTD

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
JSA
Jacobson & Schmitt Advisors Middleton, Wisconsin $612M AUM 13.48% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Williams Jones Wealth Management's TTD Position: Q2 2026 in Review

Williams Jones Wealth Management reduced its Trade Desk (TTD) stake by 4.2% in Q2 2026, selling an estimated $164K and leaving 174,041 shares worth $3.15M. The position accounts for 0.04% of the portfolio, ranked #170.

Williams Jones Wealth Management first reported a position in TTD in Q3 2019 and has held it in 28 quarters since. The position peaked at $129M in Q4 2020. 284 funds tracked by Wall St. Rank hold TTD as of Q2 2026.

  • Williams Jones Wealth Management held 174,041 shares of Trade Desk worth $3.15M as of Q2 2026.
  • Williams Jones Wealth Management sold 7,700 Trade Desk shares in Q2 2026, an estimated $164K.
  • Trade Desk made up 0.04% of Williams Jones Wealth Management's portfolio in Q2 2026, its #170 holding.
  • Williams Jones Wealth Management first reported a position in Trade Desk in Q3 2019 and has held it in 28 quarters since.
  • Williams Jones Wealth Management's Trade Desk position peaked at $129M in Q4 2020.
  • 284 funds tracked by Wall St. Rank held Trade Desk as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.