Advisor OS’s Trade Desk TTD Stock Holding History

Advisor OS’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
2025 Q4	–	Sell	-8,919	Closed	-$437K	–	530
2025 Q3	$437K	Buy	8,919 +1,223	+16%	+$77.6K	0.04%	287
2025 Q2	$554K	Buy	7,696 +1,208	+19%	+$77.1K	0.05%	237
2025 Q1	$355K	Buy	6,488 +2,844	+78%	+$257K	0.04%	292
2024 Q4	$428K	Buy	+3,644	New	+$451K	0.05%	250

Other funds holding TTD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Advisor OS's TTD Position: Q4 2025 in Review

Advisor OS sold out of Trade Desk (TTD) in Q4 2025, closing a stake of 8,919 shares — an estimated $437K sold.

Advisor OS first reported a position in TTD in Q4 2024 and held it in 4 quarters. The position peaked at $554K in Q2 2025. 944 funds tracked by Wall St. Rank hold TTD as of Q4 2025.

Advisor OS reported no remaining Trade Desk position as of Q4 2025 after selling out during the quarter.
Advisor OS sold 8,919 Trade Desk shares in Q4 2025, an estimated $437K.
Advisor OS first reported a position in Trade Desk in Q4 2024 and held it in 4 quarters.
Advisor OS's Trade Desk position peaked at $554K in Q2 2025.
944 funds tracked by Wall St. Rank held Trade Desk as of Q4 2025.

Based on Advisor OS's 13F filing for Q4 2025, filed 4 Feb 2026.