Bedel Financial Consulting’s Trade Desk TTD Stock Holding History

Bedel Financial Consulting’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	-4,159	Closed	-$204K	–	301
2025 Q3	$204K	Hold	4,159	–	–	0.03%	280
2025 Q2	$299K	Hold	4,159	–	–	0.04%	216
2025 Q1	$231K	Buy	4,159 +710	+21%	+$64.2K	0.03%	239
2024 Q4	$394K	Hold	3,449	–	–	0.05%	175
2024 Q3	$378K	Buy	3,449 +20	+0.6%	+$2K	0.05%	172
2024 Q2	$335K	Hold	3,429	–	–	0.05%	181
2024 Q1	$300K	Buy	3,429 +500	+17%	+$37.9K	0.05%	194
2023 Q4	$211K	Hold	2,929	–	–	0.04%	232
2023 Q3	$229K	Hold	2,929	–	–	0.05%	206
2023 Q2	$226K	Buy	+2,929	New	+$198K	0.05%	216
2022 Q2	–	Sell	-2,450	Closed	-$170K	–	836
2022 Q1	$170K	Buy	2,450 +200	+9%	+$14.4K	0.05%	204
2021 Q4	$206K	Buy	2,250 +200	+10%	+$17.5K	0.06%	185
2021 Q3	$144K	Buy	2,050 +1,000	+95%	+$77.3K	0.05%	217
2021 Q2	$81K	Buy	1,050 +500	+91%	+$31.9K	0.03%	309
2021 Q1	$36K	Buy	550 +210	+62%	+$16.2K	0.01%	419
2020 Q4	$27K	Hold	340	–	–	0.01%	408
2020 Q3	$18K	Hold	340	–	–	0.01%	443
2020 Q2	$14K	Buy	340 +30	+10%	+$904	0.01%	445
2020 Q1	$6K	Hold	310	–	–	﹤0.01%	558
2019 Q4	$8K	Hold	310	–	–	﹤0.01%	544
2019 Q3	$6K	Buy	310 +210	+210%	+$5K	﹤0.01%	554
2019 Q2	$2K	Buy	+100	New	+$2.15K	﹤0.01%	662

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 $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bedel Financial Consulting's TTD Position: Q4 2025 in Review

Bedel Financial Consulting sold out of Trade Desk (TTD) in Q4 2025, closing a stake of 4,159 shares — an estimated $204K sold.

Bedel Financial Consulting first reported a position in TTD in Q2 2019 and held it in 22 quarters. The position peaked at $394K in Q4 2024. 945 funds tracked by Wall St. Rank hold TTD as of Q4 2025.

Bedel Financial Consulting reported no remaining Trade Desk position as of Q4 2025 after selling out during the quarter.
Bedel Financial Consulting sold 4,159 Trade Desk shares in Q4 2025, an estimated $204K.
Bedel Financial Consulting first reported a position in Trade Desk in Q2 2019 and held it in 22 quarters.
Bedel Financial Consulting's Trade Desk position peaked at $394K in Q4 2024.
945 funds tracked by Wall St. Rank held Trade Desk as of Q4 2025.

Based on Bedel Financial Consulting's 13F filing for Q4 2025, filed 28 Jan 2026.