EWM
TTD icon

Evercore Wealth Management’s Trade Desk TTD Stock Holding History

Evercore 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
-3,593
Closed -$259K – 425
2025
Q2 		$259K Buy
+3,593
New +$229K ﹤0.01% 358
2024
Q4 		– Sell
-2,489
Closed -$273K – 436
2024
Q3 		$273K Hold
2,489
– – ﹤0.01% 357
2024
Q2 		$243K Hold
2,489
– – ﹤0.01% 365
2024
Q1 		$218K Buy
+2,489
New +$189K ﹤0.01% 392

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 $3.37T AUM 44.26% 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

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

Evercore Wealth Management sold out of Trade Desk (TTD) in Q3 2025, closing a stake of 3,593 shares — an estimated $259K sold.

Evercore Wealth Management first reported a position in TTD in Q1 2024 and held it in 4 quarters. The position peaked at $273K in Q3 2024. 963 funds tracked by Wall St. Rank hold TTD as of Q3 2025.

  • Evercore Wealth Management reported no remaining Trade Desk position as of Q3 2025 after selling out during the quarter.
  • Evercore Wealth Management sold 3,593 Trade Desk shares in Q3 2025, an estimated $259K.
  • Evercore Wealth Management first reported a position in Trade Desk in Q1 2024 and held it in 4 quarters.
  • Evercore Wealth Management's Trade Desk position peaked at $273K in Q3 2024.
  • 963 funds tracked by Wall St. Rank held Trade Desk as of Q3 2025.

Based on Evercore Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.