One Wealth Management Investment & Advisory Services’s Trade Desk TTD Stock Holding History

One Wealth Management Investment & 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 Q4	–	Sell	-4,302	Closed	-$211K	–	56
2025 Q3	$211K	Sell	4,302 -35	-0.8%	-$2.22K	0.24%	48
2025 Q2	$312K	Sell	4,337 -39	-0.9%	-$2.49K	0.4%	37
2025 Q1	$239K	Buy	4,376 +126	+3%	+$11.4K	0.4%	39
2024 Q4	$500K	Buy	4,250 +4	+0.1%	+$495	0.79%	23
2024 Q3	$466K	Buy	4,246 +40	+1%	+$3.99K	0.82%	20
2024 Q2	$411K	Hold	4,206	–	–	0.16%	71
2024 Q1	$368K	Sell	4,206 -40	-0.9%	-$3.03K	0.15%	79
2023 Q4	$306K	Buy	+4,246	New	+$312K	0.14%	91

Other funds holding TTD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

One Wealth Management Investment & Advisory Services's TTD Position: Q4 2025 in Review

One Wealth Management Investment & Advisory Services sold out of Trade Desk (TTD) in Q4 2025, closing a stake of 4,302 shares — an estimated $211K sold.

One Wealth Management Investment & Advisory Services first reported a position in TTD in Q4 2023 and held it in 8 quarters. The position peaked at $500K in Q4 2024. 939 funds tracked by Wall St. Rank hold TTD as of Q4 2025.

One Wealth Management Investment & Advisory Services reported no remaining Trade Desk position as of Q4 2025 after selling out during the quarter.
One Wealth Management Investment & Advisory Services sold 4,302 Trade Desk shares in Q4 2025, an estimated $211K.
One Wealth Management Investment & Advisory Services first reported a position in Trade Desk in Q4 2023 and held it in 8 quarters.
One Wealth Management Investment & Advisory Services's Trade Desk position peaked at $500K in Q4 2024.
939 funds tracked by Wall St. Rank held Trade Desk as of Q4 2025.

Based on One Wealth Management Investment & Advisory Services's 13F filing for Q4 2025, filed 14 Jan 2026.