AWA
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Arete Wealth Advisors’s Trade Desk TTD Stock Holding History

Arete Wealth Advisors’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
-5,123
Closed -$251K – 824
2025
Q3 		$251K Buy
+5,123
New +$325K 0.02% 655
2024
Q1 		– Sell
-5,694
Closed -$410K – 705
2023
Q4 		$410K Buy
+5,694
New +$418K 0.03% 461
2023
Q3 		– Sell
-6,497
Closed -$502K – 706
2023
Q2 		$502K Buy
+6,497
New +$440K 0.04% 361

Other funds holding TTD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Arete Wealth Advisors's TTD Position: Q4 2025 in Review

Arete Wealth Advisors sold out of Trade Desk (TTD) in Q4 2025, closing a stake of 5,123 shares — an estimated $251K sold.

Arete Wealth Advisors first reported a position in TTD in Q2 2023 and held it in 3 quarters. The position peaked at $502K in Q2 2023. 939 funds tracked by Wall St. Rank hold TTD as of Q4 2025.

  • Arete Wealth Advisors reported no remaining Trade Desk position as of Q4 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 5,123 Trade Desk shares in Q4 2025, an estimated $251K.
  • Arete Wealth Advisors first reported a position in Trade Desk in Q2 2023 and held it in 3 quarters.
  • Arete Wealth Advisors's Trade Desk position peaked at $502K in Q2 2023.
  • 939 funds tracked by Wall St. Rank held Trade Desk as of Q4 2025.

Based on Arete Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.