Equitable Trust’s Trade Desk TTD Stock Holding History

Equitable Trust’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	-3,679	Closed	-$265K	–	458
2025 Q2	$265K	Hold	3,679	–	–	0.01%	397
2025 Q1	$201K	Hold	3,679	–	–	0.01%	459
2024 Q4	$432K	Hold	3,679	–	–	0.02%	347
2024 Q3	$403K	Hold	3,679	–	–	0.03%	350
2024 Q2	$359K	Buy	3,679 +500	+16%	+$45.1K	0.02%	355
2024 Q1	$278K	Hold	3,179	–	–	0.02%	385
2023 Q4	$229K	Sell	3,179 -10,691	-77%	-$785K	0.02%	385
2023 Q3	$1.08M	Sell	13,870 -1,618	-10%	-$131K	0.09%	159
2023 Q2	$1.2M	Buy	15,488 +179	+1%	+$12.1K	0.09%	153
2023 Q1	$932K	Buy	15,309 +1,502	+11%	+$79.9K	0.07%	176
2022 Q4	$619K	Buy	13,807 +9,849	+249%	+$499K	0.05%	234
2022 Q3	$236K	Buy	+3,958	New	+$225K	0.02%	347
2021 Q1	–	Sell	-12,030	Closed	-$963K	–	374
2020 Q4	$963K	Sell	12,030 -420	-3%	-$31.7K	0.07%	182
2020 Q3	$646K	Hold	12,450	–	–	0.06%	210
2020 Q2	$506K	Sell	12,450 -14,850	-54%	-$448K	0.05%	216
2020 Q1	$527K	Buy	27,300 +19,450	+248%	+$503K	0.06%	200
2019 Q4	$204K	Buy	+7,850	New	+$177K	0.02%	277

Other funds holding TTD

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return