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GeoWealth Management’s Trade Desk TTD Stock Holding History

GeoWealth 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
-293
Closed -$21.1K – 1197
2025
Q2 		$21.1K Buy
+293
New +$18.7K ﹤0.01% 1057
2025
Q1 		– Sell
-575
Closed -$67.6K – 1745
2024
Q4 		$67.6K Buy
575
+17
+3% +$2.1K ﹤0.01% 1063
2024
Q3 		$61.2K Buy
+558
New +$55.7K ﹤0.01% 1019

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

GeoWealth Management's TTD Position: Q3 2025 in Review

GeoWealth Management sold out of Trade Desk (TTD) in Q3 2025, closing a stake of 293 shares — an estimated $21.1K sold.

GeoWealth Management first reported a position in TTD in Q3 2024 and held it in 3 quarters. The position peaked at $67.6K in Q4 2024. 964 funds tracked by Wall St. Rank hold TTD as of Q3 2025.

  • GeoWealth Management reported no remaining Trade Desk position as of Q3 2025 after selling out during the quarter.
  • GeoWealth Management sold 293 Trade Desk shares in Q3 2025, an estimated $21.1K.
  • GeoWealth Management first reported a position in Trade Desk in Q3 2024 and held it in 3 quarters.
  • GeoWealth Management's Trade Desk position peaked at $67.6K in Q4 2024.
  • 964 funds tracked by Wall St. Rank held Trade Desk as of Q3 2025.

Based on GeoWealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.