Optimum Investment Advisors’s Trade Desk TTD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $820K | Buy |
16,739
+2,929
| +21% | +$186K | 0.33% | 63 |
|
|
2025
Q2 | $994K | Hold |
13,810
| – | – | 0.43% | 50 |
|
|
2025
Q1 | $756K | Hold |
13,810
| – | – | 0.36% | 65 |
|
|
2024
Q4 | $1.62M | Sell |
13,810
-60
| -0.4% | -$7.42K | 0.72% | 22 |
|
|
2024
Q3 | $1.52M | Buy |
13,870
+500
| +4% | +$49.9K | 0.66% | 28 |
|
|
2024
Q2 | $1.31M | Sell |
13,370
-980
| -7% | -$88.4K | 0.59% | 32 |
|
|
2024
Q1 | $1.25M | Buy |
14,350
+100
| +0.7% | +$7.58K | 0.58% | 34 |
|
|
2023
Q4 | $1.03M | Hold |
14,250
| – | – | 0.52% | 41 |
|
|
2023
Q3 | $1.11M | Buy |
14,250
+100
| +0.7% | +$8.09K | 0.57% | 37 |
|
|
2023
Q2 | $1.09M | Hold |
14,150
| – | – | 0.54% | 40 |
|
|
2023
Q1 | $862K | Sell |
14,150
-900
| -6% | -$47.9K | 0.45% | 55 |
|
|
2022
Q4 | $675K | Buy |
15,050
+50
| +0.3% | +$2.54K | 0.37% | 64 |
|
|
2022
Q3 | $896K | Hold |
15,000
| – | – | 0.48% | 48 |
|
|
2022
Q2 | $628K | Hold |
15,000
| – | – | 0.31% | 68 |
|
|
2022
Q1 | $1.04M | Buy |
15,000
+50
| +0.3% | +$3.61K | 0.44% | 49 |
|
|
2021
Q4 | $1.37M | Buy |
14,950
+50
| +0.3% | +$4.38K | 0.53% | 38 |
|
|
2021
Q3 | $1.05M | Sell |
14,900
-500
| -3% | -$38.7K | 0.44% | 51 |
|
|
2021
Q2 | $1.19M | Buy |
15,400
+1,280
| +9% | +$81.8K | 0.37% | 56 |
|
|
2021
Q1 | $920K | Buy |
14,120
+20
| +0.1% | +$1.55K | 0.27% | 85 |
|
|
2020
Q4 | $1.13M | Sell |
14,100
-300
| -2% | -$22.7K | 0.34% | 67 |
|
|
2020
Q3 | $747K | Sell |
14,400
-3,500
| -20% | -$160K | 0.25% | 87 |
|
|
2020
Q2 | $728K | Buy |
17,900
+3,000
| +20% | +$90.4K | 0.25% | 87 |
|
|
2020
Q1 | $288K | Sell |
14,900
-6,050
| -29% | -$157K | 0.12% | 171 |
|
|
2019
Q4 | $544K | Buy |
20,950
+11,250
| +116% | +$253K | 0.16% | 153 |
|
|
2019
Q3 | $182K | Sell |
9,700
-2,300
| -19% | -$54.7K | 0.06% | 280 |
|
|
2019
Q2 | $273K | Hold |
12,000
| – | – | 0.09% | 221 |
|
|
2019
Q1 | $238K | Hold |
12,000
| – | – | 0.08% | 250 |
|
|
2018
Q4 | $139K | Sell |
12,000
-12,500
| -51% | -$156K | 0.05% | 315 |
|
|
2018
Q3 | $370K | Hold |
24,500
| – | – | 0.1% | 192 |
|
|
2018
Q2 | $230K | Hold |
24,500
| – | – | 0.07% | 276 |
|
|
2018
Q1 | $122K | Sell |
24,500
-31,500
| -56% | -$161K | 0.04% | 369 |
|
|
2017
Q4 | $256K | Sell |
56,000
-9,000
| -14% | -$49.7K | 0.08% | 257 |
|
|
2017
Q3 | $400K | Buy |
65,000
+12,000
| +23% | +$64.9K | 0.13% | 192 |
|
|
2017
Q2 | $266K | Buy |
+53,000
| New | +$242K | 0.09% | 240 |
|
Other funds holding TTD
Optimum Investment Advisors's TTD Position: Q3 2025 in Review
Optimum Investment Advisors increased its Trade Desk (TTD) stake by 21% in Q3 2025, buying an estimated $186K and bringing the position to 16,739 shares worth $820K. The position accounts for 0.33% of the portfolio, ranked #63.
Optimum Investment Advisors first reported a position in TTD in Q2 2017 and has held it in 34 quarters since. The position peaked at $1.62M in Q4 2024. 963 funds tracked by Wall St. Rank hold TTD as of Q3 2025.
- Optimum Investment Advisors held 16,739 shares of Trade Desk worth $820K as of Q3 2025.
- Optimum Investment Advisors bought 2,929 Trade Desk shares in Q3 2025, an estimated $186K.
- Trade Desk made up 0.33% of Optimum Investment Advisors's portfolio in Q3 2025, its #63 holding.
- Optimum Investment Advisors first reported a position in Trade Desk in Q2 2017 and has held it in 34 quarters since.
- Optimum Investment Advisors's Trade Desk position peaked at $1.62M in Q4 2024.
- 963 funds tracked by Wall St. Rank held Trade Desk as of Q3 2025.
Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.