Left Brain Wealth Management’s Trade Desk TTD Stock Holding History

Left Brain 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 Q3	–	Sell	-26,070	Closed	-$1.88M	–	109
2025 Q2	$1.88M	Sell	26,070 -61,179	-70%	-$3.91M	0.66%	38
2025 Q1	$4.77M	Sell	87,249 -2,910	-3%	-$263K	2.08%	18
2024 Q4	$10.6M	Buy	90,159 +7,307	+9%	+$904K	4%	3
2024 Q3	$9.08M	Buy	82,852 +1,366	+2%	+$136K	4.23%	4
2024 Q2	$7.96M	Buy	81,486 +796	+1%	+$71.8K	3.72%	5
2024 Q1	$7.05M	Sell	80,690 -677	-0.8%	-$51.3K	3.42%	6
2023 Q4	$5.86M	Buy	81,367 +115	+0.1%	+$8.45K	3.39%	7
2023 Q3	$6.35M	Buy	81,252 +196	+0.2%	+$15.8K	3.95%	6
2023 Q2	$6.26M	Buy	81,056 +48,410	+148%	+$3.28M	3.82%	6
2023 Q1	$2.1M	Buy	32,646 +8,560	+36%	+$456K	1.43%	26
2022 Q4	$1.08M	Buy	+24,086	New	+$1.22M	0.81%	34

Other funds holding TTD

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Left Brain Wealth Management's TTD Position: Q3 2025 in Review

Left Brain Wealth Management sold out of Trade Desk (TTD) in Q3 2025, closing a stake of 26,070 shares — an estimated $1.88M sold.

Left Brain Wealth Management first reported a position in TTD in Q4 2022 and held it in 11 quarters. The position peaked at $10.6M in Q4 2024. 962 funds tracked by Wall St. Rank hold TTD as of Q3 2025.

Left Brain Wealth Management reported no remaining Trade Desk position as of Q3 2025 after selling out during the quarter.
Left Brain Wealth Management sold 26,070 Trade Desk shares in Q3 2025, an estimated $1.88M.
Left Brain Wealth Management first reported a position in Trade Desk in Q4 2022 and held it in 11 quarters.
Left Brain Wealth Management's Trade Desk position peaked at $10.6M in Q4 2024.
962 funds tracked by Wall St. Rank held Trade Desk as of Q3 2025.

Based on Left Brain Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.