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Anderson Financial Strategies’s Trade Desk TTD Stock Holding History

Anderson Financial Strategies’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
Q2 		– Sell
-2,000
Closed -$109K – 199
2025
Q1 		$109K Buy
+2,000
New +$181K 0.07% 78

Other funds holding TTD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Anderson Financial Strategies's TTD Position: Q2 2025 in Review

Anderson Financial Strategies sold out of Trade Desk (TTD) in Q2 2025, closing a stake of 2,000 shares — an estimated $109K sold.

Anderson Financial Strategies first reported a position in TTD in Q1 2025 and held it in 1 quarter. The position peaked at $109K in Q1 2025. 1,072 funds tracked by Wall St. Rank hold TTD as of Q2 2025.

  • Anderson Financial Strategies reported no remaining Trade Desk position as of Q2 2025 after selling out during the quarter.
  • Anderson Financial Strategies sold 2,000 Trade Desk shares in Q2 2025, an estimated $109K.
  • Anderson Financial Strategies first reported a position in Trade Desk in Q1 2025 and held it in 1 quarter.
  • Anderson Financial Strategies's Trade Desk position peaked at $109K in Q1 2025.
  • 1,072 funds tracked by Wall St. Rank held Trade Desk as of Q2 2025.

Based on Anderson Financial Strategies's 13F filing for Q2 2025, filed 11 Aug 2025.