NW
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NewEdge Wealth’s Trade Desk TTD Stock Holding History

NewEdge Wealth’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
-7,963
Closed -$380K – 1212
2025
Q3 		$380K Sell
7,963
-22,035
-73% -$1.4M 0.01% 820
2025
Q2 		$2.65M Sell
29,998
-608
-2% -$38.8K 0.04% 322
2025
Q1 		$1.67M Buy
30,606
+4,382
+17% +$396K 0.03% 384
2024
Q4 		$3.08M Sell
26,224
-422
-2% -$52.2K 0.05% 269
2024
Q3 		$2.92M Buy
26,646
+3,657
+16% +$365K 0.05% 296
2024
Q2 		$2.25M Sell
22,989
-352
-2% -$31.8K 0.05% 312
2024
Q1 		$2.06M Sell
23,341
-548
-2% -$41.5K 0.05% 319
2023
Q4 		$1.72M Sell
23,889
-139
-0.6% -$10.2K 0.04% 320
2023
Q3 		$1.88M Buy
24,028
+321
+1% +$26K 0.06% 269
2023
Q2 		$1.83M Sell
23,707
-222
-0.9% -$15K 0.06% 267
2023
Q1 		$1.46M Buy
+23,929
New +$1.27M 0.06% 271

Other funds holding TTD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $124B AUM 33.93% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

NewEdge Wealth's TTD Position: Q4 2025 in Review

NewEdge Wealth sold out of Trade Desk (TTD) in Q4 2025, closing a stake of 7,963 shares — an estimated $380K sold.

NewEdge Wealth first reported a position in TTD in Q1 2023 and held it in 11 quarters. The position peaked at $3.08M in Q4 2024. 939 funds tracked by Wall St. Rank hold TTD as of Q4 2025.

  • NewEdge Wealth reported no remaining Trade Desk position as of Q4 2025 after selling out during the quarter.
  • NewEdge Wealth sold 7,963 Trade Desk shares in Q4 2025, an estimated $380K.
  • NewEdge Wealth first reported a position in Trade Desk in Q1 2023 and held it in 11 quarters.
  • NewEdge Wealth's Trade Desk position peaked at $3.08M in Q4 2024.
  • 939 funds tracked by Wall St. Rank held Trade Desk as of Q4 2025.

Based on NewEdge Wealth's 13F filing for Q4 2025, filed 3 Feb 2026.