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Cornerstone Wealth Group’s Trade Desk TTD Stock Holding History

Cornerstone Wealth Group’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
-4,714
Closed -$231K – 404
2025
Q3 		$231K Buy
4,714
+257
+6% +$16.3K 0.02% 306
2025
Q2 		$321K Buy
4,457
+122
+3% +$7.79K 0.02% 239
2025
Q1 		$237K Buy
4,335
+205
+5% +$18.5K 0.02% 255
2024
Q4 		$485K Buy
+4,130
New +$511K 0.04% 166

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

Cornerstone Wealth Group's TTD Position: Q4 2025 in Review

Cornerstone Wealth Group sold out of Trade Desk (TTD) in Q4 2025, closing a stake of 4,714 shares — an estimated $231K sold.

Cornerstone Wealth Group first reported a position in TTD in Q4 2024 and held it in 4 quarters. The position peaked at $485K in Q4 2024. 943 funds tracked by Wall St. Rank hold TTD as of Q4 2025.

  • Cornerstone Wealth Group reported no remaining Trade Desk position as of Q4 2025 after selling out during the quarter.
  • Cornerstone Wealth Group sold 4,714 Trade Desk shares in Q4 2025, an estimated $231K.
  • Cornerstone Wealth Group first reported a position in Trade Desk in Q4 2024 and held it in 4 quarters.
  • Cornerstone Wealth Group's Trade Desk position peaked at $485K in Q4 2024.
  • 943 funds tracked by Wall St. Rank held Trade Desk as of Q4 2025.

Based on Cornerstone Wealth Group's 13F filing for Q4 2025, filed 26 Jan 2026.