Baer Investment Advisory’s Trade Desk TTD Stock Holding History

Baer Investment Advisory’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	-967	Closed	-$1.03M	–	44
2025 Q3	$1.03M	Buy	+967	New	+$61.4K	0.88%	32
2025 Q2	–	Hold	0	–	–	–	25

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 $3.37T AUM 44.26% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

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

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Baer Investment Advisory's TTD Position: Q3 2025 in Review

Baer Investment Advisory sold out of Trade Desk (TTD) in Q3 2025, closing a stake of 27,730 shares — an estimated $1.76M sold.

Baer Investment Advisory first reported a position in TTD in Q4 2024 and held it in 3 quarters. The position peaked at $2.07M in Q2 2025. 963 funds tracked by Wall St. Rank hold TTD as of Q3 2025.

Baer Investment Advisory reported no remaining Trade Desk position as of Q3 2025 after selling out during the quarter.
Baer Investment Advisory sold 27,730 Trade Desk shares in Q3 2025, an estimated $1.76M.
Baer Investment Advisory first reported a position in Trade Desk in Q4 2024 and held it in 3 quarters.
Baer Investment Advisory's Trade Desk position peaked at $2.07M in Q2 2025.
963 funds tracked by Wall St. Rank held Trade Desk as of Q3 2025.

Based on Baer Investment Advisory's 13F filing for Q3 2025, filed 29 Oct 2025.