Aries Wealth Management’s Trade Desk TTD Stock Holding History

Aries Wealth Management’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	-4,700	Closed	-$230K	–	242
2025 Q3	$230K	Hold	4,700	–	–	0.05%	214
2025 Q2	$338K	Hold	4,700	–	–	0.09%	170
2025 Q1	$257K	Buy	4,700 +700	+18%	+$63.3K	0.07%	197
2024 Q4	$470K	Hold	4,000	–	–	0.13%	142
2024 Q3	$439K	Hold	4,000	–	–	0.12%	149
2024 Q2	$391K	Hold	4,000	–	–	0.12%	138
2024 Q1	$350K	Hold	4,000	–	–	0.11%	149
2023 Q4	$288K	Sell	4,000 -60	-1%	-$4.41K	0.1%	160
2023 Q3	$328K	Buy	4,060 +60	+2%	+$4.85K	0.13%	143
2023 Q2	$309K	Hold	4,000	–	–	0.12%	148
2023 Q1	$244K	Buy	+4,000	New	+$213K	0.1%	168
2022 Q4	–	Sell	-4,000	Closed	-$213K	–	194
2022 Q3	$213K	Buy	+4,000	New	+$228K	0.09%	170
2022 Q1	–	Sell	-4,000	Closed	-$367K	–	209
2021 Q4	$367K	Hold	4,000	–	–	0.14%	131
2021 Q3	$281K	Hold	4,000	–	–	0.12%	145
2021 Q2	$309K	Hold	4,000	–	–	0.13%	133
2021 Q1	$286K	Hold	4,000	–	–	0.13%	139
2020 Q4	$318K	Hold	4,000	–	–	0.16%	116
2020 Q3	$208K	Buy	+4,000	New	+$183K	0.12%	139

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 $3.38T AUM 44.17% 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

Aries Wealth Management's TTD Position: Q4 2025 in Review

Aries Wealth Management sold out of Trade Desk (TTD) in Q4 2025, closing a stake of 4,700 shares — an estimated $230K sold.

Aries Wealth Management first reported a position in TTD in Q3 2020 and held it in 18 quarters. The position peaked at $470K in Q4 2024. 945 funds tracked by Wall St. Rank hold TTD as of Q4 2025.

Aries Wealth Management reported no remaining Trade Desk position as of Q4 2025 after selling out during the quarter.
Aries Wealth Management sold 4,700 Trade Desk shares in Q4 2025, an estimated $230K.
Aries Wealth Management first reported a position in Trade Desk in Q3 2020 and held it in 18 quarters.
Aries Wealth Management's Trade Desk position peaked at $470K in Q4 2024.
945 funds tracked by Wall St. Rank held Trade Desk as of Q4 2025.

Based on Aries Wealth Management's 13F filing for Q4 2025, filed 30 Jan 2026.