Apella Capital’s Trade Desk TTD Stock Holding History

Apella Capital’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 Q3	–	Sell	-3,272	Closed	-$241K	–	485
2025 Q2	$241K	Sell	3,272 -1,632	-33%	-$104K	0.01%	385
2025 Q1	$265K	Sell	4,904 -412	-8%	-$37.3K	0.01%	327
2024 Q4	$625K	Buy	5,316 +16	+0.3%	+$1.98K	0.02%	207
2024 Q3	$576K	Sell	5,300 -84	-2%	-$8.38K	0.02%	206
2024 Q2	$547K	Buy	5,384 +100	+2%	+$9.02K	0.02%	195
2024 Q1	$459K	Sell	5,284 -19	-0.4%	-$1.44K	0.02%	196
2023 Q4	$363K	Buy	5,303 +736	+16%	+$54.1K	0.02%	215
2023 Q3	$357K	Buy	+4,567	New	+$369K	0.03%	196

Other funds holding TTD

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

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

BlackRock New York $6.73T AUM 46.02% 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

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Apella Capital's TTD Position: Q3 2025 in Review

Apella Capital sold out of Trade Desk (TTD) in Q3 2025, closing a stake of 3,272 shares — an estimated $241K sold.

Apella Capital first reported a position in TTD in Q3 2023 and held it in 8 quarters. The position peaked at $625K in Q4 2024. 963 funds tracked by Wall St. Rank hold TTD as of Q3 2025.

Apella Capital reported no remaining Trade Desk position as of Q3 2025 after selling out during the quarter.
Apella Capital sold 3,272 Trade Desk shares in Q3 2025, an estimated $241K.
Apella Capital first reported a position in Trade Desk in Q3 2023 and held it in 8 quarters.
Apella Capital's Trade Desk position peaked at $625K in Q4 2024.
963 funds tracked by Wall St. Rank held Trade Desk as of Q3 2025.

Based on Apella Capital's 13F filing for Q3 2025, filed 17 Oct 2025.