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NewSquare Capital’s Trade Desk TTD Stock Holding History

NewSquare Capital’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
-20
Closed -$1.09K – 1375
2025
Q1 		$1.09K Buy
+20
New +$1.81K ﹤0.01% 921
2023
Q3 		– Sell
-65
Closed -$5.02K – 886
2023
Q2 		$5.02K Sell
65
-153
-70% -$10.4K ﹤0.01% 421
2023
Q1 		$13.3K Buy
218
+153
+235% +$8.14K ﹤0.01% 317
2022
Q4 		$2.91K Buy
+65
New +$3.3K ﹤0.01% 434

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 $110B AUM 4.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

NewSquare Capital's TTD Position: Q2 2025 in Review

NewSquare Capital sold out of Trade Desk (TTD) in Q2 2025, closing a stake of 20 shares — an estimated $1.09K sold.

NewSquare Capital first reported a position in TTD in Q4 2022 and held it in 4 quarters. The position peaked at $13.3K in Q1 2023. 1,074 funds tracked by Wall St. Rank hold TTD as of Q2 2025.

  • NewSquare Capital reported no remaining Trade Desk position as of Q2 2025 after selling out during the quarter.
  • NewSquare Capital sold 20 Trade Desk shares in Q2 2025, an estimated $1.09K.
  • NewSquare Capital first reported a position in Trade Desk in Q4 2022 and held it in 4 quarters.
  • NewSquare Capital's Trade Desk position peaked at $13.3K in Q1 2023.
  • 1,074 funds tracked by Wall St. Rank held Trade Desk as of Q2 2025.

Based on NewSquare Capital's 13F filing for Q2 2025, filed 5 Aug 2025.