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Cary Street Partners Investment Advisory’s Trade Desk TTD Stock Holding History

Cary Street Partners Investment Advisory’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
-134
Closed -$9.65K – 635
2025
Q2 		$9.65K Sell
134
-70
-34% -$4.47K ﹤0.01% 520
2025
Q1 		$11.2K Buy
204
+74
+57% +$6.7K 0.01% 478
2024
Q4 		$15.3K Sell
130
-5,095
-98% -$630K 0.01% 420
2024
Q3 		$573K Sell
5,225
-131
-2% -$13.1K 0.02% 467
2024
Q2 		$523K Buy
5,356
+251
+5% +$22.6K 0.02% 460
2024
Q1 		$446K Hold
5,105
– – 0.02% 477
2023
Q4 		$367K Buy
5,105
+550
+12% +$40.4K 0.02% 485
2023
Q3 		$356K Sell
4,555
-190
-4% -$15.4K 0.02% 443
2023
Q2 		$366K Sell
4,745
-190
-4% -$12.9K 0.02% 405
2023
Q1 		$301K Sell
4,935
-25
-0.5% -$1.33K 0.02% 408
2022
Q4 		$222K Sell
4,960
-4,230
-46% -$214K 0.02% 449
2022
Q3 		$549K Buy
9,190
+130
+1% +$7.4K 0.05% 297
2022
Q2 		$380K Buy
+9,060
New +$496K 0.03% 327
2020
Q4 		– Sell
-1,250
Closed -$65K – 825
2020
Q3 		$65K Buy
+1,250
New +$57.1K 0.01% 446

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 $3.37T AUM 44.26% 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 $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Cary Street Partners Investment Advisory's TTD Position: Q3 2025 in Review

Cary Street Partners Investment Advisory sold out of Trade Desk (TTD) in Q3 2025, closing a stake of 134 shares — an estimated $9.65K sold.

Cary Street Partners Investment Advisory first reported a position in TTD in Q3 2020 and held it in 14 quarters. The position peaked at $573K in Q3 2024. 963 funds tracked by Wall St. Rank hold TTD as of Q3 2025.

  • Cary Street Partners Investment Advisory reported no remaining Trade Desk position as of Q3 2025 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 134 Trade Desk shares in Q3 2025, an estimated $9.65K.
  • Cary Street Partners Investment Advisory first reported a position in Trade Desk in Q3 2020 and held it in 14 quarters.
  • Cary Street Partners Investment Advisory's Trade Desk position peaked at $573K in Q3 2024.
  • 963 funds tracked by Wall St. Rank held Trade Desk as of Q3 2025.

Based on Cary Street Partners Investment Advisory's 13F filing for Q3 2025, filed 10 Nov 2025.