Avantax Advisory Services’s Trade Desk TTD Stock Holding History

Avantax Advisory Services’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	$2.53M	Buy	35,199 +3,726	+12%	+$238K	0.01%	688
2025 Q1	$1.72M	Buy	31,473 +8,245	+35%	+$746K	0.01%	818
2024 Q4	$2.73M	Sell	23,228 -1,073	-4%	-$133K	0.02%	589
2024 Q3	$2.66M	Buy	24,301 +1,364	+6%	+$136K	0.02%	580
2024 Q2	$2.24M	Buy	22,937 +9,357	+69%	+$844K	0.02%	617
2024 Q1	$1.19M	Sell	13,580 -5,715	-30%	-$433K	0.01%	695
2023 Q4	$1.39M	Buy	19,295 +1,578	+9%	+$116K	0.01%	615
2023 Q3	$1.38M	Buy	17,717 +7,237	+69%	+$585K	0.02%	578
2023 Q2	$809K	Buy	10,480 +780	+8%	+$52.8K	0.01%	760
2023 Q1	$591K	Sell	9,700 -595	-6%	-$31.7K	0.01%	841
2022 Q4	$462K	Buy	10,295 +647	+7%	+$32.8K	0.01%	902
2022 Q3	$576K	Sell	9,648 -120	-1%	-$6.83K	0.01%	725
2022 Q2	$409K	Buy	9,768 +1,990	+26%	+$109K	0.01%	868
2022 Q1	$537K	Sell	7,778 -55	-0.7%	-$3.97K	0.01%	760
2021 Q4	$718K	Sell	7,833 -112	-1%	-$9.81K	0.01%	627
2021 Q3	$558K	Buy	7,945 +550	+7%	+$42.5K	0.01%	686
2021 Q2	$574K	Buy	7,395 +1,935	+35%	+$124K	0.01%	652
2021 Q1	$357K	Buy	5,460 +920	+20%	+$71.1K	0.01%	738
2020 Q4	$363K	Sell	4,540 -8,900	-66%	-$672K	0.01%	658
2020 Q3	$697K	Buy	+13,440	New	+$614K	0.01%	676

Other funds holding TTD

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Avantax Advisory Services's TTD Position: Q2 2025 in Review

Avantax Advisory Services increased its Trade Desk (TTD) stake by 12% in Q2 2025, buying an estimated $238K and bringing the position to 35,199 shares worth $2.53M. The position accounts for 0.01% of the portfolio, ranked #688.

Avantax Advisory Services first reported a position in TTD in Q3 2020 and has held it in 20 quarters since. The position peaked at $2.73M in Q4 2024. 1,073 funds tracked by Wall St. Rank hold TTD as of Q2 2025.

Avantax Advisory Services held 35,199 shares of Trade Desk worth $2.53M as of Q2 2025.
Avantax Advisory Services bought 3,726 Trade Desk shares in Q2 2025, an estimated $238K.
Trade Desk made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #688 holding.
Avantax Advisory Services first reported a position in Trade Desk in Q3 2020 and has held it in 20 quarters since.
Avantax Advisory Services's Trade Desk position peaked at $2.73M in Q4 2024.
1,073 funds tracked by Wall St. Rank held Trade Desk as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.