AWM
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Axxcess Wealth Management’s Trade Desk TTD Stock Holding History

Axxcess 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
-2,862
Closed -$206K – 970
2025
Q2 		$206K Sell
2,862
-794
-22% -$50.7K ﹤0.01% 840
2025
Q1 		$200K Buy
3,656
+96
+3% +$8.69K 0.01% 814
2024
Q4 		$418K Sell
3,560
-1,574
-31% -$195K 0.01% 589
2024
Q3 		$563K Sell
5,134
-491
-9% -$49K 0.01% 523
2024
Q2 		$549K Buy
5,625
+584
+12% +$52.7K 0.01% 506
2024
Q1 		$441K Buy
5,041
+15
+0.3% +$1.14K 0.01% 566
2023
Q4 		$362K Buy
+5,026
New +$369K 0.01% 592

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 $3.38T AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

Axxcess Wealth Management sold out of Trade Desk (TTD) in Q3 2025, closing a stake of 2,862 shares — an estimated $206K sold.

Axxcess Wealth Management first reported a position in TTD in Q4 2023 and held it in 7 quarters. The position peaked at $563K in Q3 2024. 964 funds tracked by Wall St. Rank hold TTD as of Q3 2025.

  • Axxcess Wealth Management reported no remaining Trade Desk position as of Q3 2025 after selling out during the quarter.
  • Axxcess Wealth Management sold 2,862 Trade Desk shares in Q3 2025, an estimated $206K.
  • Axxcess Wealth Management first reported a position in Trade Desk in Q4 2023 and held it in 7 quarters.
  • Axxcess Wealth Management's Trade Desk position peaked at $563K in Q3 2024.
  • 964 funds tracked by Wall St. Rank held Trade Desk as of Q3 2025.

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