Fortis Capital Advisors’s Trade Desk TTD Stock Holding History

Fortis Capital 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	-16,038	Closed	-$1.15M	–	307
2025 Q2	$1.15M	Buy	16,038 +315	+2%	+$20.1K	0.21%	76
2025 Q1	$860K	Buy	15,723 +3,818	+32%	+$345K	0.17%	101
2024 Q4	$1.24M	Buy	11,905 +1,987	+20%	+$246K	0.43%	49
2024 Q3	$1.09M	Sell	9,918 -929	-9%	-$92.7K	0.36%	58
2024 Q2	$1.06M	Buy	+10,847	New	+$979K	0.38%	50
2023 Q2	–	Sell	-828	Closed	-$50.4K	–	580
2023 Q1	$50.4K	Buy	+828	New	+$44.1K	0.03%	282

Other funds holding TTD

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Fortis Capital Advisors's TTD Position: Q3 2025 in Review

Fortis Capital Advisors sold out of Trade Desk (TTD) in Q3 2025, closing a stake of 16,038 shares — an estimated $1.15M sold.

Fortis Capital Advisors first reported a position in TTD in Q1 2023 and held it in 6 quarters. The position peaked at $1.24M in Q4 2024. 963 funds tracked by Wall St. Rank hold TTD as of Q3 2025.

Fortis Capital Advisors reported no remaining Trade Desk position as of Q3 2025 after selling out during the quarter.
Fortis Capital Advisors sold 16,038 Trade Desk shares in Q3 2025, an estimated $1.15M.
Fortis Capital Advisors first reported a position in Trade Desk in Q1 2023 and held it in 6 quarters.
Fortis Capital Advisors's Trade Desk position peaked at $1.24M in Q4 2024.
963 funds tracked by Wall St. Rank held Trade Desk as of Q3 2025.

Based on Fortis Capital Advisors's 13F filing for Q3 2025, filed 31 Oct 2025.