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Optimum Investment Advisors’s Trade Desk TTD Stock Holding History

Optimum Investment 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
2022
Q4 		– Sell
-400
Closed -$1K – 832
2022
Q3 		$1K Buy
+400
New +$22.8K ﹤0.01% 789

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

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.