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Medallion Wealth Advisors’s Trade Desk TTD Stock Holding History

Medallion 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
-2
Closed -$147 – 1125
2025
Q2 		$147 Hold
2
– – ﹤0.01% 1073
2025
Q1 		$114 Hold
2
– – ﹤0.01% 1053
2024
Q4 		$235 Buy
+2
New +$247 ﹤0.01% 982

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

Medallion Wealth Advisors's TTD Position: Q3 2025 in Review

Medallion Wealth Advisors sold out of Trade Desk (TTD) in Q3 2025, closing a stake of 2 shares — an estimated $147 sold.

Medallion Wealth Advisors first reported a position in TTD in Q4 2024 and held it in 3 quarters. The position peaked at $235 in Q4 2024. 963 funds tracked by Wall St. Rank hold TTD as of Q3 2025.

  • Medallion Wealth Advisors reported no remaining Trade Desk position as of Q3 2025 after selling out during the quarter.
  • Medallion Wealth Advisors sold 2 Trade Desk shares in Q3 2025, an estimated $147.
  • Medallion Wealth Advisors first reported a position in Trade Desk in Q4 2024 and held it in 3 quarters.
  • Medallion Wealth Advisors's Trade Desk position peaked at $235 in Q4 2024.
  • 963 funds tracked by Wall St. Rank held Trade Desk as of Q3 2025.

Based on Medallion Wealth Advisors's 13F filing for Q3 2025, filed 24 Apr 2026.