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Atticus Wealth Management’s Trade Desk TTD Stock Holding History

Atticus 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
Q3 		– Sell
-4,463
Closed -$321K – 602
2025
Q2 		$321K Sell
4,463
-687
-13% -$43.9K 0.09% 123
2025
Q1 		$282K Buy
5,150
+142
+3% +$12.8K 0.09% 100
2024
Q4 		$589K Buy
5,008
+199
+4% +$24.6K 0.18% 65
2024
Q3 		$527K Sell
4,809
-668
-12% -$66.6K 0.17% 69
2024
Q2 		$535K Buy
5,477
+420
+8% +$37.9K 0.17% 63
2024
Q1 		$442K Sell
5,057
-2,499
-33% -$189K 0.14% 74
2023
Q4 		$544K Sell
7,556
-362
-5% -$26.6K 0.19% 64
2023
Q3 		$619K Buy
7,918
+213
+3% +$17.2K 0.24% 61
2023
Q2 		$595K Buy
7,705
+3,165
+70% +$214K 0.22% 62
2023
Q1 		$277K Sell
4,540
-701
-13% -$37.3K 0.11% 107
2022
Q4 		$235K Sell
5,241
-2,590
-33% -$131K 0.1% 116
2022
Q3 		$328K Hold
7,831
– – 0.16% 88
2022
Q2 		$328K Sell
7,831
-7,301
-48% -$400K 0.14% 102
2022
Q1 		$1.05M Sell
15,132
-1,971
-12% -$142K 0.38% 52
2021
Q4 		$1.57M Sell
17,103
-1,607
-9% -$141K 0.61% 32
2021
Q3 		$1.31M Buy
18,710
+2,180
+13% +$169K 0.58% 33
2021
Q2 		$1.28M Sell
16,530
-3,970
-19% -$254K 0.56% 38
2021
Q1 		$1.34M Sell
20,500
-5,070
-20% -$392K 0.64% 37
2020
Q4 		$2.05M Buy
25,570
+3,170
+14% +$239K 1.03% 24
2020
Q3 		$1.16M Buy
22,400
+2,690
+14% +$123K 0.69% 34
2020
Q2 		$801K Buy
19,710
+14,540
+281% +$438K 0.53% 41
2020
Q1 		$100K Sell
5,170
-3,760
-42% -$97.3K 0.08% 117
2019
Q4 		$232K Buy
+8,930
New +$201K 0.15% 77

Other funds holding TTD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Atticus Wealth Management's TTD Position: Q3 2025 in Review

Atticus Wealth Management sold out of Trade Desk (TTD) in Q3 2025, closing a stake of 4,463 shares — an estimated $321K sold.

Atticus Wealth Management first reported a position in TTD in Q4 2019 and held it in 23 quarters. The position peaked at $2.05M in Q4 2020. 963 funds tracked by Wall St. Rank hold TTD as of Q3 2025.

  • Atticus Wealth Management reported no remaining Trade Desk position as of Q3 2025 after selling out during the quarter.
  • Atticus Wealth Management sold 4,463 Trade Desk shares in Q3 2025, an estimated $321K.
  • Atticus Wealth Management first reported a position in Trade Desk in Q4 2019 and held it in 23 quarters.
  • Atticus Wealth Management's Trade Desk position peaked at $2.05M in Q4 2020.
  • 963 funds tracked by Wall St. Rank held Trade Desk as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.