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Financial Life Planners’s Trade Desk TTD Stock Holding History

Financial Life Planners’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
-120
Closed -$5.88K – 303
2025
Q3 		$5.88K Buy
+120
New +$7.61K ﹤0.01% 269
2025
Q1 		– Sell
-760
Closed -$89.3K – 356
2024
Q4 		$89.3K Buy
+760
New +$94K 0.07% 80

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

Financial Life Planners's TTD Position: Q4 2025 in Review

Financial Life Planners sold out of Trade Desk (TTD) in Q4 2025, closing a stake of 120 shares — an estimated $5.88K sold.

Financial Life Planners first reported a position in TTD in Q4 2024 and held it in 2 quarters. The position peaked at $89.3K in Q4 2024. 945 funds tracked by Wall St. Rank hold TTD as of Q4 2025.

  • Financial Life Planners reported no remaining Trade Desk position as of Q4 2025 after selling out during the quarter.
  • Financial Life Planners sold 120 Trade Desk shares in Q4 2025, an estimated $5.88K.
  • Financial Life Planners first reported a position in Trade Desk in Q4 2024 and held it in 2 quarters.
  • Financial Life Planners's Trade Desk position peaked at $89.3K in Q4 2024.
  • 945 funds tracked by Wall St. Rank held Trade Desk as of Q4 2025.

Based on Financial Life Planners's 13F filing for Q4 2025, filed 29 Jan 2026.