Focused Wealth Management’s Trade Desk TTD Stock Holding History

Focused 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	-1,500	Closed	-$108K	–	238
2025 Q2	$108K	Buy	+1,500	New	+$95.8K	0.01%	194
2023 Q2	–	Sell	-1,000	Closed	-$1.23K	–	1123
2023 Q1	$1.23K	Hold	1,000	–	–	﹤0.01%	846
2022 Q4	$515	Sell	1,000 -1,400	-58%	-$71K	﹤0.01%	944
2022 Q3	$3K	Buy	+2,400	New	+$137K	﹤0.01%	725
2022 Q1	–	Sell	-4,000	Closed	-$12K	–	1111
2021 Q4	$12K	Hold	4,000	–	–	﹤0.01%	561
2021 Q3	$10K	Buy	+4,000	New	+$309K	﹤0.01%	604
2021 Q1	–	Sell	-4,000	Closed	-$165K	–	1008
2020 Q4	$165K	Hold	4,000	–	–	0.03%	171
2020 Q3	$60K	Hold	4,000	–	–	0.01%	296
2020 Q2	$34K	Buy	+4,000	New	+$121K	0.01%	345

Other funds holding TTD

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Focused Wealth Management sold out of Trade Desk (TTD) in Q4 2025, closing a stake of 4,083 shares — an estimated $200K sold.

Focused Wealth Management first reported a position in TTD in Q3 2019 and held it in 25 quarters. The position peaked at $916K in Q4 2020. 939 funds tracked by Wall St. Rank hold TTD as of Q4 2025.

Focused Wealth Management reported no remaining Trade Desk position as of Q4 2025 after selling out during the quarter.
Focused Wealth Management sold 4,083 Trade Desk shares in Q4 2025, an estimated $200K.
Focused Wealth Management first reported a position in Trade Desk in Q3 2019 and held it in 25 quarters.
Focused Wealth Management's Trade Desk position peaked at $916K in Q4 2020.
939 funds tracked by Wall St. Rank held Trade Desk as of Q4 2025.

Based on Focused Wealth Management's 13F filing for Q4 2025, filed 29 Jan 2026.