KIM
TTD icon

Kestra Investment Management’s Trade Desk TTD Stock Holding History

Kestra Investment 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
Q2 		– Sell
-9
Closed -$493 – 959
2025
Q1 		$493 Sell
9
-327
-97% -$29.6K ﹤0.01% 884
2024
Q4 		$39.5K Buy
+336
New +$41.6K ﹤0.01% 580

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 $110B AUM 4.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Kestra Investment Management's TTD Position: Q2 2025 in Review

Kestra Investment Management sold out of Trade Desk (TTD) in Q2 2025, closing a stake of 9 shares — an estimated $493 sold.

Kestra Investment Management first reported a position in TTD in Q4 2024 and held it in 2 quarters. The position peaked at $39.5K in Q4 2024. 1,074 funds tracked by Wall St. Rank hold TTD as of Q2 2025.

  • Kestra Investment Management reported no remaining Trade Desk position as of Q2 2025 after selling out during the quarter.
  • Kestra Investment Management sold 9 Trade Desk shares in Q2 2025, an estimated $493.
  • Kestra Investment Management first reported a position in Trade Desk in Q4 2024 and held it in 2 quarters.
  • Kestra Investment Management's Trade Desk position peaked at $39.5K in Q4 2024.
  • 1,074 funds tracked by Wall St. Rank held Trade Desk as of Q2 2025.

Based on Kestra Investment Management's 13F filing for Q2 2025, filed 15 Aug 2025.