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Mount Yale Investment Advisors’s Trade Desk TTD Stock Holding History

Mount Yale Investment 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
-8,263
Closed -$595K – 1529
2025
Q2 		$595K Sell
8,263
-1,889
-19% -$121K 0.05% 306
2025
Q1 		$556K Buy
10,152
+4,272
+73% +$386K 0.05% 308
2024
Q4 		$691K Sell
5,880
-1,106
-16% -$137K 0.06% 278
2024
Q3 		$766K Sell
6,986
-1,106
-14% -$110K 0.07% 249
2024
Q2 		$790K Sell
8,092
-374
-4% -$33.7K 0.06% 250
2024
Q1 		$740K Buy
8,466
+1,009
+14% +$76.5K 0.06% 287
2023
Q4 		$537K Sell
7,457
-4,054
-35% -$298K 0.05% 308
2023
Q3 		$900K Sell
11,511
-2,204
-16% -$178K 0.1% 200
2023
Q2 		$1.06M Buy
13,715
+2,357
+21% +$159K 0.11% 184
2023
Q1 		$692K Buy
11,358
+4,982
+78% +$265K 0.08% 252
2022
Q4 		$286K Sell
6,376
-1,999
-24% -$101K 0.03% 363
2022
Q3 		$500K Buy
8,375
+2,311
+38% +$132K 0.07% 269
2022
Q2 		$254K Buy
+6,064
New +$332K 0.03% 394
2022
Q1 		– Sell
-2,320
Closed -$213K – 499
2021
Q4 		$213K Buy
+2,320
New +$203K 0.02% 440
2021
Q3 		– Sell
-2,671
Closed -$207K – 491
2021
Q2 		$207K Sell
2,671
-399
-13% -$25.5K 0.03% 408
2021
Q1 		$200K Buy
3,070
+330
+12% +$25.5K 0.03% 398
2020
Q4 		$219K Buy
+2,740
New +$207K 0.03% 364
2018
Q4 		– Sell
-8,000
Closed -$106K – 754
2018
Q3 		$106K Sell
8,000
-8,550
-52% -$101K 0.02% 425
2018
Q2 		$155K Buy
16,550
+11,620
+236% +$81.9K 0.03% 340
2018
Q1 		$24K Buy
+4,930
New +$25.3K 0.01% 740

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

Mount Yale Investment Advisors's TTD Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Trade Desk (TTD) in Q3 2025, closing a stake of 8,263 shares — an estimated $595K sold.

Mount Yale Investment Advisors first reported a position in TTD in Q1 2018 and held it in 20 quarters. The position peaked at $1.06M in Q2 2023. 964 funds tracked by Wall St. Rank hold TTD as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Trade Desk position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 8,263 Trade Desk shares in Q3 2025, an estimated $595K.
  • Mount Yale Investment Advisors first reported a position in Trade Desk in Q1 2018 and held it in 20 quarters.
  • Mount Yale Investment Advisors's Trade Desk position peaked at $1.06M in Q2 2023.
  • 964 funds tracked by Wall St. Rank held Trade Desk as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.