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Dakota Wealth Management’s Trade Desk TTD Stock Holding History

Dakota 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
-8,234
Closed -$593K – 779
2025
Q2 		$593K Buy
8,234
+767
+10% +$49K 0.01% 489
2025
Q1 		$409K Sell
7,467
-19,463
-72% -$1.76M 0.01% 553
2024
Q4 		$3.17M Buy
26,930
+9,564
+55% +$1.18M 0.07% 204
2024
Q3 		$1.9M Buy
17,366
+904
+5% +$90.2K 0.04% 277
2024
Q2 		$1.61M Buy
16,462
+5,353
+48% +$483K 0.04% 290
2024
Q1 		$971K Sell
11,109
-5,749
-34% -$436K 0.02% 377
2023
Q4 		$1.21M Buy
16,858
+2,670
+19% +$196K 0.05% 286
2023
Q3 		$1.11M Buy
14,188
+4,073
+40% +$329K 0.05% 274
2023
Q2 		$781K Buy
+10,115
New +$684K 0.04% 292
2022
Q4 		– Sell
-7,033
Closed -$420K – 633
2022
Q3 		$420K Sell
7,033
-575
-8% -$32.7K 0.03% 370
2022
Q2 		$319K Buy
+7,608
New +$417K 0.03% 365
2022
Q1 		– Sell
-4,166
Closed -$382K – 483
2021
Q4 		$382K Buy
4,166
+1,131
+37% +$99.1K 0.04% 278
2021
Q3 		$213K Sell
3,035
-2,455
-45% -$190K 0.02% 320
2021
Q2 		$425K Buy
5,490
+2,340
+74% +$150K 0.05% 243
2021
Q1 		$205K Sell
3,150
-300
-9% -$23.2K 0.03% 297
2020
Q4 		$276K Buy
+3,450
New +$261K 0.04% 268

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

Dakota Wealth Management's TTD Position: Q3 2025 in Review

Dakota Wealth Management sold out of Trade Desk (TTD) in Q3 2025, closing a stake of 8,234 shares — an estimated $593K sold.

Dakota Wealth Management first reported a position in TTD in Q4 2020 and held it in 16 quarters. The position peaked at $3.17M in Q4 2024. 964 funds tracked by Wall St. Rank hold TTD as of Q3 2025.

  • Dakota Wealth Management reported no remaining Trade Desk position as of Q3 2025 after selling out during the quarter.
  • Dakota Wealth Management sold 8,234 Trade Desk shares in Q3 2025, an estimated $593K.
  • Dakota Wealth Management first reported a position in Trade Desk in Q4 2020 and held it in 16 quarters.
  • Dakota Wealth Management's Trade Desk position peaked at $3.17M in Q4 2024.
  • 964 funds tracked by Wall St. Rank held Trade Desk as of Q3 2025.

Based on Dakota Wealth Management's 13F filing for Q3 2025, filed 10 Nov 2025.