LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA TTD — TRADE DESK INC

Ownership history in LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA  ·  35 quarters on record

AI Ownership Summary

LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA reported TRADE DESK INC (TTD) in 35 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 1.41% in 2024 Q3. The latest visible filing shows TTD at 0.14% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this TTD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA's position in TRADE DESK INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

TTD was reported at 0.14% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.41% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

TTD stock page LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA fund profile LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA full holdings
How LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA held TTD — position size vs. price
% of Fund (quarterly)    TTD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED 16.1% -31.8% ✅ 772,656 -148,604 -16.1% 0.14% $14.0M 2026-07-30 $18.28
2026 Q1 REDUCED 23.2% -17.8% ✅ 921,260 -278,884 -23.2% 0.19% $18.5M 2026-04-13 $21.22
2025 Q4 REDUCED 15.9% -40.2% ✅ 1,200,144 -226,293 -15.9% 0.35% $38.6M 2026-01-28 $31.87
2025 Q3 ADDED — — — 1,426,437 +120,322 +9.2% 0.68% $77.2M 2025-10-24 $52.00
2025 Q2 REDUCED — — — 1,306,115 -3,262 -0.2% 0.83% $94.0M 2025-07-30 $86.42
2025 Q1 REDUCED — — — 1,309,377 -2,885 -0.2% 0.64% $65.6M 2025-04-24 $53.27
2024 Q4 REDUCED — — — 1,312,262 -26,592 -2.0% 1.34% $156.3M 2025-01-28 $120.56
2024 Q3 REDUCED — — — 1,338,854 -28,294 -2.1% 1.41% $158.3M 2024-10-25 $119.47
2024 Q2 REDUCED — — — 1,367,148 -28,852 -2.1% 1.27% $138.0M 2024-07-17 $95.24
26 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding TTD

As of 2026 Q3 — sorted by position size

ABLES, IANNONE, MOORE & ASSOCIATES, INC. 0.12% AVAII WEALTH MANAGEMENT, LLC 3Y 0.09% SPRING CAPITAL MANAGEMENT, LLC 3Y 0.08% CenterStar Asset Management, LLC 3Y 7Y 0.06% Plan A Wealth LLC 0.06% CenterStar Asset Management, LLC 3Y 7Y 0.05% CenterStar Asset Management, LLC 3Y 7Y 0.03% Bank & Trust Co 0.01% GK Wealth Management LLC 0.01% Polaris Financial Partners 0.01%

FAQ About LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA and TTD

These are the practical questions this page is built to answer before you even open the full history table.

How long has LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA reported owning TTD?

LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA reported TTD across 9 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported TTD position in LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA's portfolio?

The largest reported portfolio weight for TTD was 1.41% in 2024 Q3.

What is the latest reported TTD position on this page?

The most recent filing on this page is 2026 Q2, when LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA reported 772,656 shares, equal to 0.14% of portfolio, with an estimated market value of $14.0M.

What does the chart on this TTD ownership page compare?

The chart compares LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA's quarterly TTD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA time their TTD position?

Based on 13F filing dates vs. subsequent TTD price moves, LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA correctly timed 17 out of 31 reported position changes (55%). The annualised alpha on TTD relative to SPY over the holding period was +102.4%.

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