Baldwin Wealth Partners’s Trade Desk TTD Stock Holding History

Baldwin Wealth Partners’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	–	Sell	-5,784	Closed	-$317K	–	235
2025 Q1	$317K	Hold	5,784	–	–	0.02%	175
2024 Q4	$680K	Hold	5,784	–	–	0.05%	124
2024 Q3	$634K	Buy	5,784 +694	+14%	+$69.2K	0.04%	166
2024 Q2	$497K	Hold	5,090	–	–	0.04%	144
2024 Q1	$445K	Hold	5,090	–	–	0.03%	161
2023 Q4	$366K	Hold	5,090	–	–	0.03%	169
2023 Q3	$398K	Hold	5,090	–	–	0.03%	170
2023 Q2	$393K	Hold	5,090	–	–	0.03%	184
2023 Q1	$310K	Hold	5,090	–	–	0.03%	203
2022 Q4	$228K	Hold	5,090	–	–	0.02%	220
2022 Q3	$304K	Hold	5,090	–	–	0.04%	140
2022 Q2	$213K	Hold	5,090	–	–	0.03%	172
2022 Q1	$352K	Buy	5,090 +90	+2%	+$6.5K	0.04%	150
2021 Q4	$458K	Hold	5,000	–	–	0.05%	137
2021 Q3	$352K	Sell	5,000 -1,140	-19%	-$88.1K	0.04%	150
2021 Q2	$475K	Hold	6,140	–	–	0.05%	123
2021 Q1	$400K	Buy	6,140 +1,140	+23%	+$88.1K	0.05%	125
2020 Q4	$401K	Hold	5,000	–	–	0.05%	121
2020 Q3	$259K	Hold	5,000	–	–	0.04%	143
2020 Q2	$203K	Buy	5,000 +1,000	+25%	+$30.1K	0.03%	153
2020 Q1	$77K	Hold	4,000	–	–	0.01%	229
2019 Q4	$104K	Hold	4,000	–	–	0.01%	237
2019 Q3	$75K	Hold	4,000	–	–	0.01%	261
2019 Q2	$91K	Buy	+4,000	New	+$86K	0.01%	251

Other funds holding TTD

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Baldwin Wealth Partners's TTD Position: Q2 2025 in Review

Baldwin Wealth Partners sold out of Trade Desk (TTD) in Q2 2025, closing a stake of 5,784 shares — an estimated $317K sold.

Baldwin Wealth Partners first reported a position in TTD in Q2 2019 and held it in 24 quarters. The position peaked at $680K in Q4 2024. 1,073 funds tracked by Wall St. Rank hold TTD as of Q2 2025.

Baldwin Wealth Partners reported no remaining Trade Desk position as of Q2 2025 after selling out during the quarter.
Baldwin Wealth Partners sold 5,784 Trade Desk shares in Q2 2025, an estimated $317K.
Baldwin Wealth Partners first reported a position in Trade Desk in Q2 2019 and held it in 24 quarters.
Baldwin Wealth Partners's Trade Desk position peaked at $680K in Q4 2024.
1,073 funds tracked by Wall St. Rank held Trade Desk as of Q2 2025.

Based on Baldwin Wealth Partners's 13F filing for Q2 2025, filed 24 Jul 2025.