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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
2024
Q1 		– Sell
-3,400
Closed -$5.29K – 908
2023
Q4 		$5.29K Buy
+3,400
New +$250K ﹤0.01% 647
2021
Q2 		– Sell
-2,000
Closed -$4K – 1038
2021
Q1 		$4K Buy
+2,000
New +$155K ﹤0.01% 757
2020
Q4 		– Sell
-4,000
Closed -$2K – 904
2020
Q3 		$2K Buy
4,000
+2,000
+100% +$91.3K ﹤0.01% 706
2020
Q2 		$3K Hold
2,000
– – ﹤0.01% 657
2020
Q1 		$3K Buy
+2,000
New +$51.8K ﹤0.01% 593

Other funds holding TTD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $124B AUM 33.93% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
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.