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Forum Financial Management’s Trade Desk TTD Stock Holding History

Forum Financial 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
-3,233
Closed -$233K – 1056
2025
Q2 		$233K Buy
+3,233
New +$206K ﹤0.01% 814
2025
Q1 		– Sell
-5,510
Closed -$648K – 935
2024
Q4 		$648K Buy
5,510
+482
+10% +$59.6K 0.01% 301
2024
Q3 		$551K Sell
5,028
-264
-5% -$26.3K 0.01% 304
2024
Q2 		$517K Buy
5,292
+1,772
+50% +$160K 0.01% 295
2024
Q1 		$308K Sell
3,520
-1
-0% -$76 0.01% 496
2023
Q4 		$253K Buy
3,521
+106
+3% +$7.79K ﹤0.01% 534
2023
Q3 		$267K Buy
3,415
+538
+19% +$43.5K 0.01% 461
2023
Q2 		$222K Buy
+2,877
New +$195K 0.01% 571
2022
Q1 		– Sell
-2,414
Closed -$221K – 677
2021
Q4 		$221K Buy
+2,414
New +$211K 0.01% 570

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

Forum Financial Management's TTD Position: Q3 2025 in Review

Forum Financial Management sold out of Trade Desk (TTD) in Q3 2025, closing a stake of 3,233 shares — an estimated $233K sold.

Forum Financial Management first reported a position in TTD in Q4 2021 and held it in 9 quarters. The position peaked at $648K in Q4 2024. 964 funds tracked by Wall St. Rank hold TTD as of Q3 2025.

  • Forum Financial Management reported no remaining Trade Desk position as of Q3 2025 after selling out during the quarter.
  • Forum Financial Management sold 3,233 Trade Desk shares in Q3 2025, an estimated $233K.
  • Forum Financial Management first reported a position in Trade Desk in Q4 2021 and held it in 9 quarters.
  • Forum Financial Management's Trade Desk position peaked at $648K in Q4 2024.
  • 964 funds tracked by Wall St. Rank held Trade Desk as of Q3 2025.

Based on Forum Financial Management's 13F filing for Q3 2025, filed 24 Oct 2025.