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Mindset Wealth Management’s Trade Desk TTD Stock Holding History

Mindset 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
Q4 		– Sell
-5,650
Closed -$277K – 194
2025
Q3 		$277K Buy
5,650
+640
+13% +$40.6K 0.08% 130
2025
Q2 		$361K Hold
5,010
– – 0.12% 92
2025
Q1 		$274K Sell
5,010
-55
-1% -$4.98K 0.11% 101
2024
Q4 		$595K Sell
5,065
-160
-3% -$19.8K 0.22% 48
2024
Q3 		$573K Buy
+5,225
New +$521K 0.24% 47

Other funds holding TTD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
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 $138B AUM 41.87% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Mindset Wealth Management's TTD Position: Q4 2025 in Review

Mindset Wealth Management sold out of Trade Desk (TTD) in Q4 2025, closing a stake of 5,650 shares — an estimated $277K sold.

Mindset Wealth Management first reported a position in TTD in Q3 2024 and held it in 5 quarters. The position peaked at $595K in Q4 2024. 944 funds tracked by Wall St. Rank hold TTD as of Q4 2025.

  • Mindset Wealth Management reported no remaining Trade Desk position as of Q4 2025 after selling out during the quarter.
  • Mindset Wealth Management sold 5,650 Trade Desk shares in Q4 2025, an estimated $277K.
  • Mindset Wealth Management first reported a position in Trade Desk in Q3 2024 and held it in 5 quarters.
  • Mindset Wealth Management's Trade Desk position peaked at $595K in Q4 2024.
  • 944 funds tracked by Wall St. Rank held Trade Desk as of Q4 2025.

Based on Mindset Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.