GFPC
TTD icon

Global Financial Private Client’s Trade Desk TTD Stock Holding History

Global Financial Private Client’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
Q2 		– Sell
-8
Closed -$438 – 1493
2025
Q1 		$438 Buy
8
+5
+167% +$452 ﹤0.01% 1328
2024
Q4 		$353 Buy
+3
New +$371 ﹤0.01% 1060

Other funds holding TTD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Global Financial Private Client's TTD Position: Q2 2025 in Review

Global Financial Private Client sold out of Trade Desk (TTD) in Q2 2025, closing a stake of 8 shares — an estimated $438 sold.

Global Financial Private Client first reported a position in TTD in Q4 2024 and held it in 2 quarters. The position peaked at $438 in Q1 2025. 1,072 funds tracked by Wall St. Rank hold TTD as of Q2 2025.

  • Global Financial Private Client reported no remaining Trade Desk position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 8 Trade Desk shares in Q2 2025, an estimated $438.
  • Global Financial Private Client first reported a position in Trade Desk in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's Trade Desk position peaked at $438 in Q1 2025.
  • 1,072 funds tracked by Wall St. Rank held Trade Desk as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.