Montgomery Investment Management’s Trade Desk TTD Stock Holding History

Montgomery Investment 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	-4,000	Closed	-$288K	–	100
2025 Q2	$288K	Hold	4,000	–	–	0.11%	86
2025 Q1	$219K	Hold	4,000	–	–	0.09%	90
2024 Q4	$470K	Hold	4,000	–	–	0.19%	65
2024 Q3	$439K	Hold	4,000	–	–	0.16%	64
2024 Q2	$391K	Hold	4,000	–	–	0.15%	65
2024 Q1	$350K	Hold	4,000	–	–	0.13%	69
2023 Q4	$288K	Hold	4,000	–	–	0.09%	78
2023 Q3	$313K	Hold	4,000	–	–	0.11%	73
2023 Q2	$309K	Hold	4,000	–	–	0.1%	73
2023 Q1	$244K	Buy	+4,000	New	+$213K	0.09%	73
2022 Q4	–	Sell	-4,000	Closed	-$239K	–	83
2022 Q3	$239K	Buy	+4,000	New	+$228K	0.1%	75
2022 Q2	–	Sell	-4,000	Closed	-$277K	–	86
2022 Q1	$277K	Hold	4,000	–	–	0.09%	74
2021 Q4	$367K	Hold	4,000	–	–	0.12%	68
2021 Q3	$281K	Hold	4,000	–	–	0.1%	74
2021 Q2	$309K	Hold	4,000	–	–	0.11%	73
2021 Q1	$261K	Hold	4,000	–	–	0.1%	74
2020 Q4	$320K	Hold	4,000	–	–	0.15%	70
2020 Q3	$208K	Buy	+4,000	New	+$183K	0.11%	73

Other funds holding TTD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Montgomery Investment Management's TTD Position: Q3 2025 in Review

Montgomery Investment Management sold out of Trade Desk (TTD) in Q3 2025, closing a stake of 4,000 shares — an estimated $288K sold.

Montgomery Investment Management first reported a position in TTD in Q3 2020 and held it in 18 quarters. The position peaked at $470K in Q4 2024. 962 funds tracked by Wall St. Rank hold TTD as of Q3 2025.

Montgomery Investment Management reported no remaining Trade Desk position as of Q3 2025 after selling out during the quarter.
Montgomery Investment Management sold 4,000 Trade Desk shares in Q3 2025, an estimated $288K.
Montgomery Investment Management first reported a position in Trade Desk in Q3 2020 and held it in 18 quarters.
Montgomery Investment Management's Trade Desk position peaked at $470K in Q4 2024.
962 funds tracked by Wall St. Rank held Trade Desk as of Q3 2025.

Based on Montgomery Investment Management's 13F filing for Q3 2025, filed 17 Oct 2025.