OWA
TTD icon

Opal Wealth Advisors’s Trade Desk TTD Stock Holding History

Opal Wealth Advisors’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
-459
Closed -$33K – 515
2025
Q2 		$33K Buy
459
+12
+3% +$766 0.01% 454
2025
Q1 		$24.5K Buy
+447
New +$40.4K 0.01% 491
2024
Q3 		– Sell
-750
Closed -$73.3K – 1097
2024
Q2 		$73.3K Buy
750
+748
+37,400% +$67.5K 0.02% 310
2024
Q1 		$175 Buy
+2
New +$152 ﹤0.01% 346

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 $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Opal Wealth Advisors's TTD Position: Q3 2025 in Review

Opal Wealth Advisors sold out of Trade Desk (TTD) in Q3 2025, closing a stake of 459 shares — an estimated $33K sold.

Opal Wealth Advisors first reported a position in TTD in Q1 2024 and held it in 4 quarters. The position peaked at $73.3K in Q2 2024. 963 funds tracked by Wall St. Rank hold TTD as of Q3 2025.

  • Opal Wealth Advisors reported no remaining Trade Desk position as of Q3 2025 after selling out during the quarter.
  • Opal Wealth Advisors sold 459 Trade Desk shares in Q3 2025, an estimated $33K.
  • Opal Wealth Advisors first reported a position in Trade Desk in Q1 2024 and held it in 4 quarters.
  • Opal Wealth Advisors's Trade Desk position peaked at $73.3K in Q2 2024.
  • 963 funds tracked by Wall St. Rank held Trade Desk as of Q3 2025.

Based on Opal Wealth Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.