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Nicolet Advisory Services’s Trade Desk TTD Stock Holding History

Nicolet Advisory Services’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
-2,328
Closed -$200K – 449
2025
Q2 		$200K Buy
+2,328
New +$149K 0.02% 397
2025
Q1 		– Sell
-2,322
Closed -$276K – 408
2024
Q4 		$276K Buy
2,322
+252
+12% +$31.2K 0.03% 310
2024
Q3 		$231K Sell
2,070
-13
-0.6% -$1.3K 0.02% 337
2024
Q2 		$208K Buy
+2,083
New +$188K 0.02% 342

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 $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Nicolet Advisory Services's TTD Position: Q3 2025 in Review

Nicolet Advisory Services sold out of Trade Desk (TTD) in Q3 2025, closing a stake of 2,328 shares — an estimated $200K sold.

Nicolet Advisory Services first reported a position in TTD in Q2 2024 and held it in 4 quarters. The position peaked at $276K in Q4 2024. 962 funds tracked by Wall St. Rank hold TTD as of Q3 2025.

  • Nicolet Advisory Services reported no remaining Trade Desk position as of Q3 2025 after selling out during the quarter.
  • Nicolet Advisory Services sold 2,328 Trade Desk shares in Q3 2025, an estimated $200K.
  • Nicolet Advisory Services first reported a position in Trade Desk in Q2 2024 and held it in 4 quarters.
  • Nicolet Advisory Services's Trade Desk position peaked at $276K in Q4 2024.
  • 962 funds tracked by Wall St. Rank held Trade Desk as of Q3 2025.

Based on Nicolet Advisory Services's 13F filing for Q3 2025, filed 13 Nov 2025.