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Bourgeon Capital Management’s Trade Desk TTD Stock Holding History

Bourgeon Capital 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
-4,791
Closed -$345K – 118
2025
Q2 		$345K Buy
+4,791
New +$306K 0.07% 89
2025
Q1 		– Sell
-4,187
Closed -$492K – 127
2024
Q4 		$492K Buy
+4,187
New +$518K 0.09% 90

Other funds holding TTD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Bourgeon Capital Management's TTD Position: Q3 2025 in Review

Bourgeon Capital Management sold out of Trade Desk (TTD) in Q3 2025, closing a stake of 4,791 shares — an estimated $345K sold.

Bourgeon Capital Management first reported a position in TTD in Q4 2024 and held it in 2 quarters. The position peaked at $492K in Q4 2024. 964 funds tracked by Wall St. Rank hold TTD as of Q3 2025.

  • Bourgeon Capital Management reported no remaining Trade Desk position as of Q3 2025 after selling out during the quarter.
  • Bourgeon Capital Management sold 4,791 Trade Desk shares in Q3 2025, an estimated $345K.
  • Bourgeon Capital Management first reported a position in Trade Desk in Q4 2024 and held it in 2 quarters.
  • Bourgeon Capital Management's Trade Desk position peaked at $492K in Q4 2024.
  • 964 funds tracked by Wall St. Rank held Trade Desk as of Q3 2025.

Based on Bourgeon Capital Management's 13F filing for Q3 2025, filed 21 Oct 2025.