CCWM
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Correct Capital Wealth Management’s Trade Desk TTD Stock Holding History

Correct Capital 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
Q3 		– Sell
-11,494
Closed -$827K – 120
2025
Q2 		$827K Buy
11,494
+2,400
+26% +$153K 0.12% 65
2025
Q1 		$498K Buy
9,094
+4,637
+104% +$420K 0.08% 79
2024
Q4 		$524K Buy
4,457
+574
+15% +$71K 0.1% 72
2024
Q3 		$426K Sell
3,883
-77
-2% -$7.68K 0.09% 90
2024
Q2 		$387K Buy
3,960
+157
+4% +$14.2K 0.09% 92
2024
Q1 		$332K Buy
3,803
+883
+30% +$66.9K 0.08% 104
2023
Q4 		$210K Buy
+2,920
New +$215K 0.05% 123

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 $3.38T AUM 44.17% 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 $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Correct Capital Wealth Management's TTD Position: Q3 2025 in Review

Correct Capital Wealth Management sold out of Trade Desk (TTD) in Q3 2025, closing a stake of 11,494 shares — an estimated $827K sold.

Correct Capital Wealth Management first reported a position in TTD in Q4 2023 and held it in 7 quarters. The position peaked at $827K in Q2 2025. 964 funds tracked by Wall St. Rank hold TTD as of Q3 2025.

  • Correct Capital Wealth Management reported no remaining Trade Desk position as of Q3 2025 after selling out during the quarter.
  • Correct Capital Wealth Management sold 11,494 Trade Desk shares in Q3 2025, an estimated $827K.
  • Correct Capital Wealth Management first reported a position in Trade Desk in Q4 2023 and held it in 7 quarters.
  • Correct Capital Wealth Management's Trade Desk position peaked at $827K in Q2 2025.
  • 964 funds tracked by Wall St. Rank held Trade Desk as of Q3 2025.

Based on Correct Capital Wealth Management's 13F filing for Q3 2025, filed 5 Nov 2025.