BRWM
TTD icon

Blue Rock Wealth Management’s Trade Desk TTD Stock Holding History

Blue Rock 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
Q4 		– Sell
-4,540
Closed -$223K – 111
2025
Q3 		$223K Hold
4,540
– – 0.14% 94
2025
Q2 		$327K Sell
4,540
-1,500
-25% -$95.8K 0.23% 67
2025
Q1 		$331K Buy
6,040
+40
+0.7% +$3.62K 0.28% 64
2024
Q4 		$705K Buy
+6,000
New +$742K 0.74% 27

Other funds holding TTD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Blue Rock Wealth Management's TTD Position: Q4 2025 in Review

Blue Rock Wealth Management sold out of Trade Desk (TTD) in Q4 2025, closing a stake of 4,540 shares — an estimated $223K sold.

Blue Rock Wealth Management first reported a position in TTD in Q4 2024 and held it in 4 quarters. The position peaked at $705K in Q4 2024. 945 funds tracked by Wall St. Rank hold TTD as of Q4 2025.

  • Blue Rock Wealth Management reported no remaining Trade Desk position as of Q4 2025 after selling out during the quarter.
  • Blue Rock Wealth Management sold 4,540 Trade Desk shares in Q4 2025, an estimated $223K.
  • Blue Rock Wealth Management first reported a position in Trade Desk in Q4 2024 and held it in 4 quarters.
  • Blue Rock Wealth Management's Trade Desk position peaked at $705K in Q4 2024.
  • 945 funds tracked by Wall St. Rank held Trade Desk as of Q4 2025.

Based on Blue Rock Wealth Management's 13F filing for Q4 2025, filed 20 Jan 2026.