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Kestra Private Wealth Services’s Trade Desk TTD Stock Holding History

Kestra Private Wealth Services’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
-2,954
Closed -$213K – 1751
2025
Q2 		$213K Sell
2,954
-1,832
-38% -$117K ﹤0.01% 1476
2025
Q1 		$262K Sell
4,786
-7,477
-61% -$676K ﹤0.01% 1261
2024
Q4 		$1.44M Buy
12,263
+1,613
+15% +$200K 0.02% 525
2024
Q3 		$1.17M Buy
10,650
+426
+4% +$42.5K 0.02% 563
2024
Q2 		$999K Buy
10,224
+7,252
+244% +$654K 0.02% 572
2024
Q1 		$260K Sell
2,972
-121
-4% -$9.17K 0.01% 1072
2023
Q4 		$223K Buy
3,093
+242
+8% +$17.8K 0.01% 1065
2023
Q3 		$223K Buy
+2,851
New +$231K 0.01% 988
2022
Q2 		– Sell
-3,827
Closed -$265K – 1013
2022
Q1 		$265K Buy
3,827
+220
+6% +$15.9K 0.01% 785
2021
Q4 		$331K Buy
3,607
+76
+2% +$6.66K 0.02% 734
2021
Q3 		$248K Buy
+3,531
New +$273K 0.01% 779

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

Kestra Private Wealth Services's TTD Position: Q3 2025 in Review

Kestra Private Wealth Services sold out of Trade Desk (TTD) in Q3 2025, closing a stake of 2,954 shares — an estimated $213K sold.

Kestra Private Wealth Services first reported a position in TTD in Q3 2021 and held it in 11 quarters. The position peaked at $1.44M in Q4 2024. 964 funds tracked by Wall St. Rank hold TTD as of Q3 2025.

  • Kestra Private Wealth Services reported no remaining Trade Desk position as of Q3 2025 after selling out during the quarter.
  • Kestra Private Wealth Services sold 2,954 Trade Desk shares in Q3 2025, an estimated $213K.
  • Kestra Private Wealth Services first reported a position in Trade Desk in Q3 2021 and held it in 11 quarters.
  • Kestra Private Wealth Services's Trade Desk position peaked at $1.44M in Q4 2024.
  • 964 funds tracked by Wall St. Rank held Trade Desk as of Q3 2025.

Based on Kestra Private Wealth Services's 13F filing for Q3 2025, filed 17 Nov 2025.