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28 quarters

Position history for Williams Jones Wealth Management, LLC.Williams Jones Wealth Management, LLC.'s holdings in TRADE DESK INC/THE -CLASS A

Williams Jones Wealth Management, LLC. holds 174,041 shares of TTD (TRADE DESK INC/THE -CLASS A), worth $3.1M as of 2026-Q2. The position was decreased (-4.2% shares). TTD represents 0.0% of Williams Jones Wealth Management, LLC.'s portfolio.

Current Value

$3.1M

Current Shares

174,041

Total Value Change

-$48.1M

Total Shares Change

-99,304

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
174,041
-4.2%
$3.1M0.0%$18.08
0
2026-Q1
Decreased
181,741
-53.6%
$4.1M0.1%$25.00
0
2025-Q4
Decreased
391,892
-25.9%
$14.9M0.2%$38.12
0
2025-Q3
Decreased
529,125
-52.7%
$25.9M0.3%$49.64
0
2025-Q2
Increased
1.1M
+22.1%
$80.5M1.0%$69.33
50
2025-Q1
Decreased
916,308
-0.9%
$50.1M0.6%$55.85
0
2024-Q4
Decreased
924,265
-5.0%
$108.6M1.3%$120.17
0
2024-Q3
Decreased
973,013
-0.1%
$106.7M1.3%$109.45
0
2024-Q2
Decreased
974,369
-0.5%
$95.2M1.2%$97.67
0
2024-Q1
Decreased
979,342
-0.4%
$85.6M1.1%$87.42
0
2023-Q4
Decreased
982,966
-0.4%
$70.7M1.0%$71.96
0
2023-Q3
Decreased
987,267
-0.6%
$77.2M1.2%$78.15
0
2023-Q2
Increased
993,210
+0.9%
$76.7M1.1%$77.37
47
2023-Q1
Decreased
984,150
-2.2%
$59.9M0.9%$60.09
0
2022-Q4
Decreased
1M
-3.4%
$45.1M0.8%$44.83
0
2022-Q3
Decreased
1M
-1.4%
$62.2M1.1%$60.80
0
2022-Q2
Decreased
1.1M
-1.8%
$44.3M0.7%$43.34
0
2022-Q1
Decreased
1.1M
-4.5%
$74.5M1.0%$71.63
0
2021-Q4
Decreased
1.1M
-1.2%
$103.3M1.3%$94.27
0
2021-Q3
Decreased
1.1M
-1.6%
$80.2M1.1%$67.81
0
2021-Q2
Increased
1.2M
+863.6%
$89.7M1.3%$79.97
76
2021-Q1
Decreased
120,339
-25.1%
$78.4M1.2%$62.59
0
2020-Q4
Decreased
160,622
-26.5%
$128.7M2.1%$81.80
0
2020-Q3
Decreased
218,667
-8.4%
$113.4M2.1%$49.83
0
2020-Q2
Increased
238,667
+0.2%
$97M2.0%$40.62
47
2020-Q1
Decreased
238,213
-12.6%
$46M1.2%$19.75
0
2019-Q4
Decreased
272,420
-0.3%
$70.8M1.4%$25.27
0
2019-Q3
New
273,345
-
$51.3M1.1%$18.48
67

Other major holders of TTD: BNP PARIBAS FINANCIAL MARKETS, VANGUARD GROUP INC, BAILLIE GIFFORD & CO

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