Legacy Capital Wealth Partners’s Trade Desk TTD Stock Holding History

Legacy Capital Wealth Partners’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	-3,580	Closed	-$258K	–	391
2025 Q2	$258K	Buy	+3,580	New	+$229K	0.06%	326
2025 Q1	–	Sell	-3,380	Closed	-$397K	–	374
2024 Q4	$397K	Hold	3,380	–	–	0.1%	220
2024 Q3	$371K	Hold	3,380	–	–	0.07%	247
2024 Q2	$330K	Buy	+3,380	New	+$305K	0.08%	226
2024 Q1	–	Sell	-3,380	Closed	-$243K	–	327
2023 Q4	$243K	Hold	3,380	–	–	0.07%	248
2023 Q3	$264K	Buy	+3,380	New	+$273K	0.07%	228
2023 Q2	–	Sell	-3,380	Closed	-$206K	–	226
2023 Q1	$206K	Buy	+3,380	New	+$180K	0.06%	237

Other funds holding TTD

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Legacy Capital Wealth Partners's TTD Position: Q3 2025 in Review

Legacy Capital Wealth Partners sold out of Trade Desk (TTD) in Q3 2025, closing a stake of 3,580 shares — an estimated $258K sold.

Legacy Capital Wealth Partners first reported a position in TTD in Q1 2023 and held it in 7 quarters. The position peaked at $397K in Q4 2024. 964 funds tracked by Wall St. Rank hold TTD as of Q3 2025.

Legacy Capital Wealth Partners reported no remaining Trade Desk position as of Q3 2025 after selling out during the quarter.
Legacy Capital Wealth Partners sold 3,580 Trade Desk shares in Q3 2025, an estimated $258K.
Legacy Capital Wealth Partners first reported a position in Trade Desk in Q1 2023 and held it in 7 quarters.
Legacy Capital Wealth Partners's Trade Desk position peaked at $397K in Q4 2024.
964 funds tracked by Wall St. Rank held Trade Desk as of Q3 2025.

Based on Legacy Capital Wealth Partners's 13F filing for Q3 2025, filed 13 Nov 2025.