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Exencial Wealth Advisors’s Trade Desk TTD Stock Holding History

Exencial Wealth Advisors’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
-6,317
Closed -$455K – 535
2025
Q2 		$455K Buy
+6,317
New +$403K 0.02% 376
2024
Q2 		– Sell
-3,100
Closed -$271K – 511
2024
Q1 		$271K Buy
3,100
+281
+10% +$21.3K 0.01% 451
2023
Q4 		$203K Buy
2,819
+204
+8% +$15K 0.01% 471
2023
Q3 		$204K Buy
+2,615
New +$211K 0.01% 412
2022
Q1 		– Sell
-2,644
Closed -$242K – 497
2021
Q4 		$242K Buy
+2,644
New +$232K 0.01% 423
2021
Q3 		– Sell
-5,980
Closed -$463K – 447
2021
Q2 		$463K Hold
5,980
– – 0.03% 324
2021
Q1 		$390K Buy
+5,980
New +$462K 0.02% 311

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 $3.38T AUM 44.17% 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

Exencial Wealth Advisors's TTD Position: Q3 2025 in Review

Exencial Wealth Advisors sold out of Trade Desk (TTD) in Q3 2025, closing a stake of 6,317 shares — an estimated $455K sold.

Exencial Wealth Advisors first reported a position in TTD in Q1 2021 and held it in 7 quarters. The position peaked at $463K in Q2 2021. 964 funds tracked by Wall St. Rank hold TTD as of Q3 2025.

  • Exencial Wealth Advisors reported no remaining Trade Desk position as of Q3 2025 after selling out during the quarter.
  • Exencial Wealth Advisors sold 6,317 Trade Desk shares in Q3 2025, an estimated $455K.
  • Exencial Wealth Advisors first reported a position in Trade Desk in Q1 2021 and held it in 7 quarters.
  • Exencial Wealth Advisors's Trade Desk position peaked at $463K in Q2 2021.
  • 964 funds tracked by Wall St. Rank held Trade Desk as of Q3 2025.

Based on Exencial Wealth Advisors's 13F filing for Q3 2025, filed 27 Oct 2025.