Claris Advisors’s Trade Desk TTD Stock Holding History

Claris 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 Q1	–	Sell	-1,897	Closed	-$223K	–	78
2024 Q4	$223K	Buy	1,897 +36	+2%	+$4.45K	0.08%	69
2024 Q3	$204K	Buy	+1,861	New	+$186K	0.09%	61

Other funds holding TTD

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Claris Advisors's TTD Position: Q1 2025 in Review

Claris Advisors sold out of Trade Desk (TTD) in Q1 2025, closing a stake of 1,897 shares — an estimated $223K sold.

Claris Advisors first reported a position in TTD in Q3 2024 and held it in 2 quarters. The position peaked at $223K in Q4 2024. 1,046 funds tracked by Wall St. Rank hold TTD as of Q1 2025.

Claris Advisors reported no remaining Trade Desk position as of Q1 2025 after selling out during the quarter.
Claris Advisors sold 1,897 Trade Desk shares in Q1 2025, an estimated $223K.
Claris Advisors first reported a position in Trade Desk in Q3 2024 and held it in 2 quarters.
Claris Advisors's Trade Desk position peaked at $223K in Q4 2024.
1,046 funds tracked by Wall St. Rank held Trade Desk as of Q1 2025.

Based on Claris Advisors's 13F filing for Q1 2025, filed 17 Apr 2025.