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Legacy Financial Advisors’s Trade Desk TTD Stock Holding History

Legacy Financial 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
Q4 		– Sell
-5,281
Closed -$259K – 457
2025
Q3 		$259K Buy
+5,281
New +$335K 0.04% 358
2019
Q2 		– Sell
-210
Closed -$4K – 846
2019
Q1 		$4K Buy
+210
New +$3.44K ﹤0.01% 828

Other funds holding TTD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
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 $124B AUM 33.93% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Legacy Financial Advisors's TTD Position: Q4 2025 in Review

Legacy Financial Advisors sold out of Trade Desk (TTD) in Q4 2025, closing a stake of 5,281 shares — an estimated $259K sold.

Legacy Financial Advisors first reported a position in TTD in Q1 2019 and held it in 2 quarters. The position peaked at $259K in Q3 2025. 940 funds tracked by Wall St. Rank hold TTD as of Q4 2025.

  • Legacy Financial Advisors reported no remaining Trade Desk position as of Q4 2025 after selling out during the quarter.
  • Legacy Financial Advisors sold 5,281 Trade Desk shares in Q4 2025, an estimated $259K.
  • Legacy Financial Advisors first reported a position in Trade Desk in Q1 2019 and held it in 2 quarters.
  • Legacy Financial Advisors's Trade Desk position peaked at $259K in Q3 2025.
  • 940 funds tracked by Wall St. Rank held Trade Desk as of Q4 2025.

Based on Legacy Financial Advisors's 13F filing for Q4 2025, filed 4 Feb 2026.