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Carolina Wealth Advisors’s Trade Desk TTD Stock Holding History

Carolina Wealth Advisors’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
-75
Closed -$3.68K – 289
2025
Q3 		$3.68K Hold
75
– – ﹤0.01% 196
2025
Q2 		$5.4K Sell
75
-50
-40% -$3.19K ﹤0.01% 183
2025
Q1 		$6.84K Hold
125
– – ﹤0.01% 165
2024
Q4 		$14.7K Buy
125
+50
+67% +$6.19K 0.01% 133
2024
Q3 		$8.22K Buy
+75
New +$7.48K ﹤0.01% 179

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 $3.37T AUM 44.26% 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

Carolina Wealth Advisors's TTD Position: Q4 2025 in Review

Carolina Wealth Advisors sold out of Trade Desk (TTD) in Q4 2025, closing a stake of 75 shares — an estimated $3.68K sold.

Carolina Wealth Advisors first reported a position in TTD in Q3 2024 and held it in 5 quarters. The position peaked at $14.7K in Q4 2024. 945 funds tracked by Wall St. Rank hold TTD as of Q4 2025.

  • Carolina Wealth Advisors reported no remaining Trade Desk position as of Q4 2025 after selling out during the quarter.
  • Carolina Wealth Advisors sold 75 Trade Desk shares in Q4 2025, an estimated $3.68K.
  • Carolina Wealth Advisors first reported a position in Trade Desk in Q3 2024 and held it in 5 quarters.
  • Carolina Wealth Advisors's Trade Desk position peaked at $14.7K in Q4 2024.
  • 945 funds tracked by Wall St. Rank held Trade Desk as of Q4 2025.

Based on Carolina Wealth Advisors's 13F filing for Q4 2025, filed 21 Jan 2026.