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Cornerstone Wealth Management’s Trade Desk TTD Stock Holding History

Cornerstone 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
Q4 		– Sell
-4,194
Closed -$206K – 718
2025
Q3 		$206K Sell
4,194
-10
-0.2% -$635 0.01% 647
2025
Q2 		$303K Hold
4,204
– – 0.02% 507
2025
Q1 		$230K Buy
4,204
+205
+5% +$18.5K 0.02% 543
2024
Q4 		$470K Sell
3,999
-87
-2% -$10.8K 0.03% 365
2024
Q3 		$448K Hold
4,086
– – 0.03% 377
2024
Q2 		$399K Buy
4,086
+24
+0.6% +$2.17K 0.03% 376
2024
Q1 		$355K Buy
4,062
+30
+0.7% +$2.27K 0.03% 397
2023
Q4 		$290K Sell
4,032
-114
-3% -$8.38K 0.03% 415
2023
Q3 		$324K Sell
4,146
-298
-7% -$24.1K 0.03% 407
2023
Q2 		$343K Sell
4,444
-25
-0.6% -$1.69K 0.03% 376
2023
Q1 		$272K Buy
+4,469
New +$238K 0.03% 388
2022
Q3 		$251K Buy
+4,205
New +$239K 0.03% 380
2022
Q2 		– Sell
-4,230
Closed -$293K – 479
2022
Q1 		$293K Sell
4,230
-700
-14% -$50.6K 0.03% 370
2021
Q4 		$452K Buy
4,930
+60
+1% +$5.25K 0.04% 306
2021
Q3 		$342K Buy
4,870
+570
+13% +$44.1K 0.04% 336
2021
Q2 		$333K Buy
4,300
+130
+3% +$8.31K 0.04% 353
2021
Q1 		$272K Sell
4,170
-1,590
-28% -$123K 0.03% 369
2020
Q4 		$461K Sell
5,760
-100
-2% -$7.55K 0.06% 264
2020
Q3 		$304K Sell
5,860
-60
-1% -$2.74K 0.05% 300
2020
Q2 		$241K Buy
+5,920
New +$178K 0.04% 319

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 Management's TTD Position: Q4 2025 in Review

Cornerstone Wealth Management sold out of Trade Desk (TTD) in Q4 2025, closing a stake of 4,194 shares — an estimated $206K sold.

Cornerstone Wealth Management first reported a position in TTD in Q2 2020 and held it in 20 quarters. The position peaked at $470K in Q4 2024. 945 funds tracked by Wall St. Rank hold TTD as of Q4 2025.

  • Cornerstone Wealth Management reported no remaining Trade Desk position as of Q4 2025 after selling out during the quarter.
  • Cornerstone Wealth Management sold 4,194 Trade Desk shares in Q4 2025, an estimated $206K.
  • Cornerstone Wealth Management first reported a position in Trade Desk in Q2 2020 and held it in 20 quarters.
  • Cornerstone Wealth Management's Trade Desk position peaked at $470K in Q4 2024.
  • 945 funds tracked by Wall St. Rank held Trade Desk as of Q4 2025.

Based on Cornerstone Wealth Management's 13F filing for Q4 2025, filed 5 Feb 2026.