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HBK Sorce Advisory’s Trade Desk TTD Stock Holding History

HBK Sorce Advisory’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
Q4 		– Sell
-6,858
Closed -$350K – 669
2025
Q3 		$350K Sell
6,858
-440
-6% -$27.9K 0.01% 434
2025
Q2 		$525K Buy
7,298
+917
+14% +$58.6K 0.01% 330
2025
Q1 		$349K Buy
6,381
+667
+12% +$60.3K 0.01% 418
2024
Q4 		$672K Sell
5,714
-204
-3% -$25.2K 0.02% 283
2024
Q3 		$649K Sell
5,918
-347
-6% -$34.6K 0.02% 281
2024
Q2 		$612K Buy
6,265
+125
+2% +$11.3K 0.02% 294
2024
Q1 		$537K Sell
6,140
-2,866
-32% -$217K 0.02% 321
2023
Q4 		$648K Sell
9,006
-946
-10% -$69.5K 0.03% 273
2023
Q3 		$778K Sell
9,952
-2,191
-18% -$177K 0.03% 232
2023
Q2 		$938K Sell
12,143
-1,135
-9% -$76.8K 0.04% 214
2023
Q1 		$809K Sell
13,278
-16,584
-56% -$883K 0.04% 237
2022
Q4 		$1.34M Buy
29,862
+14,665
+96% +$744K 0.04% 240
2022
Q3 		$908K Buy
15,197
+964
+7% +$54.9K 0.06% 178
2022
Q2 		$596K Sell
14,233
-764
-5% -$41.8K 0.04% 213
2022
Q1 		$1.04M Sell
14,997
-3,135
-17% -$226K 0.06% 194
2021
Q4 		$1.66M Sell
18,132
-85
-0.5% -$7.45K 0.08% 161
2021
Q3 		$1.28M Sell
18,217
-1,013
-5% -$78.3K 0.07% 176
2021
Q2 		$1.49M Buy
19,230
+1,120
+6% +$71.6K 0.08% 165
2021
Q1 		$1.18M Buy
18,110
+1,740
+11% +$134K 0.07% 176
2020
Q4 		$1.31M Buy
16,370
+120
+0.7% +$9.06K 0.08% 163
2020
Q3 		$843K Sell
16,250
-1,660
-9% -$75.8K 0.06% 186
2020
Q2 		$728K Buy
17,910
+7,230
+68% +$218K 0.05% 196
2020
Q1 		$206K Buy
+10,680
New +$276K 0.02% 360

Other funds holding TTD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
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 $138B AUM 41.87% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

HBK Sorce Advisory's TTD Position: Q4 2025 in Review

HBK Sorce Advisory sold out of Trade Desk (TTD) in Q4 2025, closing a stake of 6,858 shares — an estimated $350K sold.

HBK Sorce Advisory first reported a position in TTD in Q1 2020 and held it in 23 quarters. The position peaked at $1.66M in Q4 2021. 945 funds tracked by Wall St. Rank hold TTD as of Q4 2025.

  • HBK Sorce Advisory reported no remaining Trade Desk position as of Q4 2025 after selling out during the quarter.
  • HBK Sorce Advisory sold 6,858 Trade Desk shares in Q4 2025, an estimated $350K.
  • HBK Sorce Advisory first reported a position in Trade Desk in Q1 2020 and held it in 23 quarters.
  • HBK Sorce Advisory's Trade Desk position peaked at $1.66M in Q4 2021.
  • 945 funds tracked by Wall St. Rank held Trade Desk as of Q4 2025.

Based on HBK Sorce Advisory's 13F filing for Q4 2025, filed 9 Feb 2026.