Blue Bell Private Wealth Management’s Trade Desk TTD Stock Holding History

Blue Bell Private 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	-36	Closed	-$2.59K	–	767
2025 Q2	$2.59K	Buy	36 +8	+29%	+$511	﹤0.01%	618
2025 Q1	$1.53K	Hold	28	–	–	﹤0.01%	641
2024 Q4	$3.29K	Hold	28	–	–	﹤0.01%	573
2024 Q3	$3.07K	Hold	28	–	–	﹤0.01%	592
2024 Q2	$2.73K	Hold	28	–	–	﹤0.01%	610
2024 Q1	$2.45K	Hold	28	–	–	﹤0.01%	623
2023 Q4	$2.02K	Hold	28	–	–	﹤0.01%	625
2023 Q3	$2.19K	Hold	28	–	–	﹤0.01%	564
2023 Q2	$2.16K	Hold	28	–	–	﹤0.01%	576
2023 Q1	$1.71K	Hold	28	–	–	﹤0.01%	567
2022 Q4	$1.25K	Hold	28	–	–	﹤0.01%	612
2022 Q3	$2K	Sell	28 -60	-68%	-$3.41K	﹤0.01%	619
2022 Q2	$4K	Sell	88 -2	-2%	-$110	﹤0.01%	569
2022 Q1	$6K	Buy	90 +30	+50%	+$2.17K	﹤0.01%	534
2021 Q4	$5K	Buy	+60	New	+$5.25K	﹤0.01%	550

Other funds holding TTD

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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

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

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

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Blue Bell Private Wealth Management's TTD Position: Q3 2025 in Review

Blue Bell Private Wealth Management sold out of Trade Desk (TTD) in Q3 2025, closing a stake of 36 shares — an estimated $2.59K sold.

Blue Bell Private Wealth Management first reported a position in TTD in Q4 2021 and held it in 15 quarters. The position peaked at $6K in Q1 2022. 964 funds tracked by Wall St. Rank hold TTD as of Q3 2025.

Blue Bell Private Wealth Management reported no remaining Trade Desk position as of Q3 2025 after selling out during the quarter.
Blue Bell Private Wealth Management sold 36 Trade Desk shares in Q3 2025, an estimated $2.59K.
Blue Bell Private Wealth Management first reported a position in Trade Desk in Q4 2021 and held it in 15 quarters.
Blue Bell Private Wealth Management's Trade Desk position peaked at $6K in Q1 2022.
964 funds tracked by Wall St. Rank held Trade Desk as of Q3 2025.

Based on Blue Bell Private Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.