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Kingswood Wealth Advisors’s Trade Desk TTD Stock Holding History

Kingswood Wealth Advisors’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
-5,975
Closed -$430K – 844
2025
Q2 		$430K Buy
5,975
+123
+2% +$7.85K 0.03% 457
2025
Q1 		$320K Sell
5,852
-587
-9% -$53.1K 0.03% 522
2024
Q4 		$757K Buy
+6,439
New +$797K 0.06% 333
2024
Q3 		– Sell
-2,946
Closed -$288K – 750
2024
Q2 		$288K Buy
+2,946
New +$266K 0.03% 537
2024
Q1 		– Sell
-2,989
Closed -$215K – 695
2023
Q4 		$215K Buy
+2,989
New +$220K 0.02% 564

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

Kingswood Wealth Advisors's TTD Position: Q3 2025 in Review

Kingswood Wealth Advisors sold out of Trade Desk (TTD) in Q3 2025, closing a stake of 5,975 shares — an estimated $430K sold.

Kingswood Wealth Advisors first reported a position in TTD in Q4 2023 and held it in 5 quarters. The position peaked at $757K in Q4 2024. 964 funds tracked by Wall St. Rank hold TTD as of Q3 2025.

  • Kingswood Wealth Advisors reported no remaining Trade Desk position as of Q3 2025 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 5,975 Trade Desk shares in Q3 2025, an estimated $430K.
  • Kingswood Wealth Advisors first reported a position in Trade Desk in Q4 2023 and held it in 5 quarters.
  • Kingswood Wealth Advisors's Trade Desk position peaked at $757K in Q4 2024.
  • 964 funds tracked by Wall St. Rank held Trade Desk as of Q3 2025.

Based on Kingswood Wealth Advisors's 13F filing for Q3 2025, filed 23 Oct 2025.