Key Financial Inc’s Trade Desk TTD Stock Holding History

Key Financial Inc’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	-1,200	Closed	-$59.2K	–	1509
2025 Q3	$59.2K	Sell	1,200 -9	-0.7%	-$571	0.01%	484
2025 Q2	$87K	Hold	1,209	–	–	0.02%	400
2025 Q1	$66.2K	Hold	1,209	–	–	0.01%	430
2024 Q4	$142K	Hold	1,209	–	–	0.03%	302
2024 Q3	$133K	Buy	1,209 +9	+0.8%	+$898	0.03%	302
2024 Q2	$117K	Hold	1,200	–	–	0.03%	311
2024 Q1	$105K	Hold	1,200	–	–	0.03%	318
2023 Q4	$86.4K	Buy	1,200 +1,160	+2,900%	+$85.2K	0.02%	334
2023 Q3	$3.13K	Hold	40	–	–	﹤0.01%	1053
2023 Q2	$3.09K	Hold	40	–	–	﹤0.01%	1100
2023 Q1	$2.44K	Hold	40	–	–	﹤0.01%	929
2022 Q4	$2.39K	Hold	40	–	–	﹤0.01%	927
2022 Q3	$2K	Hold	40	–	–	﹤0.01%	980
2022 Q2	$2K	Hold	40	–	–	﹤0.01%	962
2022 Q1	$3K	Buy	+40	New	+$2.89K	﹤0.01%	893

Other funds holding TTD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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 $121B AUM 33.93% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return