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Independent Solutions Wealth Management’s Trade Desk TTD Stock Holding History

Independent Solutions Wealth 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
Q4 		– Sell
-27,450
Closed -$1.35M – 187
2025
Q3 		$1.35M Sell
27,450
-41,710
-60% -$2.65M 0.24% 102
2025
Q2 		$4.98M Buy
69,160
+2,698
+4% +$172K 0.97% 29
2025
Q1 		$3.64M Sell
66,462
-138
-0.2% -$12.5K 0.81% 36
2024
Q4 		$7.83M Buy
66,600
+2,242
+3% +$277K 1.71% 15
2024
Q3 		$7.06M Buy
64,358
+11,181
+21% +$1.12M 1.6% 17
2024
Q2 		$5.19M Buy
53,177
+207
+0.4% +$18.7K 1.19% 19
2024
Q1 		$4.63M Sell
52,970
-2,466
-4% -$187K 1.1% 22
2023
Q4 		$3.99M Sell
55,436
-1,529
-3% -$112K 1.02% 24
2023
Q3 		$4.45M Buy
56,965
+172
+0.3% +$13.9K 1.16% 22
2023
Q2 		$4.39M Buy
56,793
+267
+0.5% +$18.1K 1.1% 21
2023
Q1 		$3.44M Buy
56,526
+713
+1% +$38K 1.01% 22
2022
Q4 		$2.5M Sell
55,813
-735
-1% -$37.3K 0.76% 36
2022
Q3 		$3.38M Buy
56,548
+17,081
+43% +$972K 1.11% 19
2022
Q2 		$1.65M Sell
39,467
-21,245
-35% -$1.16M 0.52% 53
2022
Q1 		$4.2M Sell
60,712
-5,162
-8% -$373K 0.99% 22
2021
Q4 		$6.04M Sell
65,874
-717
-1% -$62.8K 1.42% 15
2021
Q3 		$4.68M Sell
66,591
-239
-0.4% -$18.5K 1.16% 19
2021
Q2 		$5.17M Buy
66,830
+100
+0.1% +$6.39K 1.25% 18
2021
Q1 		$4.35M Buy
66,730
+1,480
+2% +$114K 1.19% 17
2020
Q4 		$5.23M Buy
65,250
+1,330
+2% +$100K 1.63% 15
2020
Q3 		$3.32M Sell
63,920
-1,700
-3% -$77.6K 1.27% 20
2020
Q2 		$2.67M Buy
65,620
+3,990
+6% +$120K 1.14% 23
2020
Q1 		$1.19M Buy
61,630
+6,110
+11% +$158K 0.66% 34
2019
Q4 		$1.44M Buy
+55,520
New +$1.25M 0.64% 33

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 $3.37T AUM 44.26% 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

Independent Solutions Wealth Management's TTD Position: Q4 2025 in Review

Independent Solutions Wealth Management sold out of Trade Desk (TTD) in Q4 2025, closing a stake of 27,450 shares — an estimated $1.35M sold.

Independent Solutions Wealth Management first reported a position in TTD in Q4 2019 and held it in 24 quarters. The position peaked at $7.83M in Q4 2024. 944 funds tracked by Wall St. Rank hold TTD as of Q4 2025.

  • Independent Solutions Wealth Management reported no remaining Trade Desk position as of Q4 2025 after selling out during the quarter.
  • Independent Solutions Wealth Management sold 27,450 Trade Desk shares in Q4 2025, an estimated $1.35M.
  • Independent Solutions Wealth Management first reported a position in Trade Desk in Q4 2019 and held it in 24 quarters.
  • Independent Solutions Wealth Management's Trade Desk position peaked at $7.83M in Q4 2024.
  • 944 funds tracked by Wall St. Rank held Trade Desk as of Q4 2025.

Based on Independent Solutions Wealth Management's 13F filing for Q4 2025, filed 5 Feb 2026.