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Marshall & Sterling Wealth Advisors’s Trade Desk TTD Stock Holding History

Marshall & Sterling 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
-75
Closed -$5.4K – 683
2025
Q2 		$5.4K Buy
+75
New +$4.79K ﹤0.01% 472

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

Marshall & Sterling Wealth Advisors's TTD Position: Q3 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Trade Desk (TTD) in Q3 2025, closing a stake of 75 shares — an estimated $5.4K sold.

Marshall & Sterling Wealth Advisors first reported a position in TTD in Q2 2025 and held it in 1 quarter. The position peaked at $5.4K in Q2 2025. 964 funds tracked by Wall St. Rank hold TTD as of Q3 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Trade Desk position as of Q3 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 75 Trade Desk shares in Q3 2025, an estimated $5.4K.
  • Marshall & Sterling Wealth Advisors first reported a position in Trade Desk in Q2 2025 and held it in 1 quarter.
  • Marshall & Sterling Wealth Advisors's Trade Desk position peaked at $5.4K in Q2 2025.
  • 964 funds tracked by Wall St. Rank held Trade Desk as of Q3 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.