DAS
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Diversify Advisory Services’s Trade Desk TTD Stock Holding History

Diversify Advisory Services’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
-5,801
Closed -$285K – 970
2025
Q3 		$285K Sell
5,801
-28,359
-83% -$1.8M 0.01% 744
2025
Q2 		$1.82M Buy
34,160
+18,698
+121% +$1.19M 0.07% 202
2025
Q1 		$845K Buy
15,462
+11,312
+273% +$1.02M 0.05% 248
2024
Q4 		$493K Buy
4,150
+259
+7% +$32K 0.03% 366
2024
Q3 		$463K Buy
3,891
+967
+33% +$96.5K 0.02% 392
2024
Q2 		$297K Buy
2,924
+127
+5% +$11.5K 0.02% 508
2024
Q1 		$244K Buy
+2,797
New +$212K 0.01% 574

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 $3.38T AUM 44.17% 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

Diversify Advisory Services's TTD Position: Q4 2025 in Review

Diversify Advisory Services sold out of Trade Desk (TTD) in Q4 2025, closing a stake of 5,801 shares — an estimated $285K sold.

Diversify Advisory Services first reported a position in TTD in Q1 2024 and held it in 7 quarters. The position peaked at $1.82M in Q2 2025. 945 funds tracked by Wall St. Rank hold TTD as of Q4 2025.

  • Diversify Advisory Services reported no remaining Trade Desk position as of Q4 2025 after selling out during the quarter.
  • Diversify Advisory Services sold 5,801 Trade Desk shares in Q4 2025, an estimated $285K.
  • Diversify Advisory Services first reported a position in Trade Desk in Q1 2024 and held it in 7 quarters.
  • Diversify Advisory Services's Trade Desk position peaked at $1.82M in Q2 2025.
  • 945 funds tracked by Wall St. Rank held Trade Desk as of Q4 2025.

Based on Diversify Advisory Services's 13F filing for Q4 2025, filed 23 Jan 2026.