CWM
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Congress Wealth Management’s Trade Desk TTD Stock Holding History

Congress 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
Q2 		$21.5M Buy
298,025
+29,083
+11% +$1.86M 0.21% 119
2025
Q1 		$14.7M Buy
268,942
+82,292
+44% +$7.45M 0.18% 148
2024
Q4 		$21.9M Sell
186,650
-38,950
-17% -$4.82M 0.3% 87
2024
Q3 		$24.7M Buy
225,600
+42,752
+23% +$4.27M 0.33% 76
2024
Q2 		$17.9M Buy
182,848
+48,745
+36% +$4.4M 0.28% 92
2024
Q1 		$11.7M Buy
134,103
+11,086
+9% +$840K 0.2% 147
2023
Q4 		$8.85M Buy
123,017
+8,785
+8% +$645K 0.16% 170
2023
Q3 		$8.93M Buy
114,232
+3,204
+3% +$259K 0.18% 156
2023
Q2 		$8.57M Buy
111,028
+2,307
+2% +$156K 0.2% 143
2023
Q1 		$6.62M Buy
108,721
+97,992
+913% +$5.22M 0.16% 159
2022
Q4 		$481K Sell
10,729
-147
-1% -$7.45K 0.01% 410
2022
Q3 		$650K Sell
10,876
-243
-2% -$13.8K 0.02% 376
2022
Q2 		$466K Buy
11,119
+1,255
+13% +$68.7K 0.01% 421
2022
Q1 		$683K Buy
9,864
+518
+6% +$37.4K 0.01% 402
2021
Q4 		$856K Buy
+9,346
New +$819K 0.02% 392

Other funds holding TTD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Congress Wealth Management's TTD Position: Q2 2025 in Review

Congress Wealth Management increased its Trade Desk (TTD) stake by 11% in Q2 2025, buying an estimated $1.86M and bringing the position to 298,025 shares worth $21.5M. The position accounts for 0.21% of the portfolio, ranked #119.

Congress Wealth Management first reported a position in TTD in Q4 2021 and has held it in 15 quarters since. The position peaked at $24.7M in Q3 2024. 1,073 funds tracked by Wall St. Rank hold TTD as of Q2 2025.

  • Congress Wealth Management held 298,025 shares of Trade Desk worth $21.5M as of Q2 2025.
  • Congress Wealth Management bought 29,083 Trade Desk shares in Q2 2025, an estimated $1.86M.
  • Trade Desk made up 0.21% of Congress Wealth Management's portfolio in Q2 2025, its #119 holding.
  • Congress Wealth Management first reported a position in Trade Desk in Q4 2021 and has held it in 15 quarters since.
  • Congress Wealth Management's Trade Desk position peaked at $24.7M in Q3 2024.
  • 1,073 funds tracked by Wall St. Rank held Trade Desk as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.