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
2022 Q3	–	Hold	0	–	-$54K	–	616
2022 Q2	–	Hold	0	–	–	–	507

Other funds holding TTD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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.