MSWM
TTD icon

Mowery & Schoenfeld Wealth Management’s Trade Desk TTD Stock Holding History

Mowery & Schoenfeld 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
Q2 		– Sell
-8
Closed -$438 – 456
2025
Q1 		$438 Buy
+8
New +$724 ﹤0.01% 439

Other funds holding TTD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's TTD Position: Q2 2025 in Review

Mowery & Schoenfeld Wealth Management sold out of Trade Desk (TTD) in Q2 2025, closing a stake of 8 shares — an estimated $438 sold.

Mowery & Schoenfeld Wealth Management first reported a position in TTD in Q1 2025 and held it in 1 quarter. The position peaked at $438 in Q1 2025. 1,072 funds tracked by Wall St. Rank hold TTD as of Q2 2025.

  • Mowery & Schoenfeld Wealth Management reported no remaining Trade Desk position as of Q2 2025 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 8 Trade Desk shares in Q2 2025, an estimated $438.
  • Mowery & Schoenfeld Wealth Management first reported a position in Trade Desk in Q1 2025 and held it in 1 quarter.
  • Mowery & Schoenfeld Wealth Management's Trade Desk position peaked at $438 in Q1 2025.
  • 1,072 funds tracked by Wall St. Rank held Trade Desk as of Q2 2025.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2025, filed 28 Jul 2025.