MWM
TTD icon

Mattern Wealth Management’s Trade Desk TTD Stock Holding History

Mattern 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
-3,820
Closed -$275K – 167
2025
Q2 		$275K Sell
3,820
-500
-12% -$31.9K 0.06% 133
2025
Q1 		$236K Hold
4,320
– – 0.05% 149
2024
Q4 		$508K Hold
4,320
– – 0.11% 99
2024
Q3 		$474K Sell
4,320
-250
-5% -$24.9K 0.1% 105
2024
Q2 		$446K Hold
4,570
– – 0.11% 113
2024
Q1 		$400K Sell
4,570
-320
-7% -$24.2K 0.1% 125
2023
Q4 		$352K Buy
4,890
+500
+11% +$36.7K 0.09% 128
2023
Q3 		$343K Hold
4,390
– – 0.1% 123
2023
Q2 		$339K Hold
4,390
– – 0.1% 128
2023
Q1 		$267K Buy
+4,390
New +$234K 0.09% 146
2022
Q4 		– Sell
-4,390
Closed -$262K – 165
2022
Q3 		$262K Buy
+4,390
New +$250K 0.11% 132
2022
Q2 		– Sell
-4,440
Closed -$307K – 164
2022
Q1 		$307K Hold
4,440
– – 0.1% 126
2021
Q4 		$407K Sell
4,440
-30
-0.7% -$2.63K 0.12% 123
2021
Q3 		$314K Sell
4,470
-150
-3% -$11.6K 0.11% 133
2021
Q2 		$326K Buy
4,620
+50
+1% +$3.19K 0.1% 135
2021
Q1 		$298K Buy
4,570
+70
+2% +$5.41K 0.11% 132
2020
Q4 		$360K Sell
4,500
-110
-2% -$8.31K 0.14% 120
2020
Q3 		$239K Buy
+4,610
New +$211K 0.1% 133

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 $3.37T AUM 44.26% 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

Mattern Wealth Management's TTD Position: Q3 2025 in Review

Mattern Wealth Management sold out of Trade Desk (TTD) in Q3 2025, closing a stake of 3,820 shares — an estimated $275K sold.

Mattern Wealth Management first reported a position in TTD in Q3 2020 and held it in 18 quarters. The position peaked at $508K in Q4 2024. 963 funds tracked by Wall St. Rank hold TTD as of Q3 2025.

  • Mattern Wealth Management reported no remaining Trade Desk position as of Q3 2025 after selling out during the quarter.
  • Mattern Wealth Management sold 3,820 Trade Desk shares in Q3 2025, an estimated $275K.
  • Mattern Wealth Management first reported a position in Trade Desk in Q3 2020 and held it in 18 quarters.
  • Mattern Wealth Management's Trade Desk position peaked at $508K in Q4 2024.
  • 963 funds tracked by Wall St. Rank held Trade Desk as of Q3 2025.

Based on Mattern Wealth Management's 13F filing for Q3 2025, filed 20 Oct 2025.