Evermay Wealth Management’s Trade Desk TTD Stock Holding History

Evermay 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 Q4	–	Sell	-199	Closed	-$9.75K	–	590
2025 Q3	$9.75K	Hold	199	–	–	﹤0.01%	448
2025 Q2	$14.3K	Hold	199	–	–	﹤0.01%	415
2025 Q1	$10.9K	Hold	199	–	–	﹤0.01%	437
2024 Q4	$23.4K	Hold	199	–	–	﹤0.01%	371
2024 Q3	$21.8K	Sell	199 -471	-70%	-$47K	﹤0.01%	391
2024 Q2	$65.4K	Hold	670	–	–	0.01%	321
2024 Q1	$58.6K	Hold	670	–	–	0.01%	340
2023 Q4	$48.2K	Hold	670	–	–	0.01%	329
2023 Q3	$52.4K	Hold	670	–	–	0.01%	298
2023 Q2	$51.7K	Hold	670	–	–	0.01%	308
2023 Q1	$40.8K	Hold	670	–	–	0.01%	316
2022 Q4	$30K	Buy	+670	New	+$34K	0.01%	336
2021 Q3	–	Sell	-100	Closed	-$8K	–	530
2021 Q2	$8K	Buy	+100	New	+$6.39K	﹤0.01%	422

Other funds holding TTD

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Evermay Wealth Management's TTD Position: Q4 2025 in Review

Evermay Wealth Management sold out of Trade Desk (TTD) in Q4 2025, closing a stake of 199 shares — an estimated $9.75K sold.

Evermay Wealth Management first reported a position in TTD in Q2 2021 and held it in 13 quarters. The position peaked at $65.4K in Q2 2024. 945 funds tracked by Wall St. Rank hold TTD as of Q4 2025.

Evermay Wealth Management reported no remaining Trade Desk position as of Q4 2025 after selling out during the quarter.
Evermay Wealth Management sold 199 Trade Desk shares in Q4 2025, an estimated $9.75K.
Evermay Wealth Management first reported a position in Trade Desk in Q2 2021 and held it in 13 quarters.
Evermay Wealth Management's Trade Desk position peaked at $65.4K in Q2 2024.
945 funds tracked by Wall St. Rank held Trade Desk as of Q4 2025.

Based on Evermay Wealth Management's 13F filing for Q4 2025, filed 22 Jan 2026.