OPS
TTD icon

Orion Portfolio Solutions’s Trade Desk TTD Stock Holding History

Orion Portfolio Solutions’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
Q1 		$2.18M Sell
39,794
-2,432
-6% -$220K 0.02% 663
2024
Q4 		$4.96M Buy
42,226
+763
+2% +$94.4K 0.05% 331
2024
Q3 		$4.55M Buy
41,463
+1,647
+4% +$164K 0.05% 360
2024
Q2 		$3.89M Buy
39,816
+7,302
+22% +$659K 0.04% 385
2024
Q1 		$2.84M Sell
32,514
-675
-2% -$51.1K 0.03% 505
2023
Q4 		$2.29M Sell
33,189
-1,631
-5% -$120K 0.03% 565
2023
Q3 		$2.72M Sell
34,820
-7,655
-18% -$619K 0.03% 483
2023
Q2 		$3.28M Buy
42,475
+120
+0.3% +$8.12K 0.03% 450
2023
Q1 		$2.58M Buy
42,355
+37,757
+821% +$2.01M 0.03% 492
2022
Q4 		$206K Sell
4,598
-153
-3% -$7.76K 0.01% 767
2022
Q3 		$284K Buy
+4,751
New +$270K 0.01% 596
2022
Q2 		– Sell
-4,956
Closed -$343K – 741
2022
Q1 		$343K Buy
4,956
+717
+17% +$51.8K 0.01% 539
2021
Q4 		$388K Buy
4,239
+102
+2% +$8.93K 0.01% 497
2021
Q3 		$291K Buy
4,137
+653
+19% +$50.5K 0.01% 530
2021
Q2 		$270K Sell
3,484
-426
-11% -$27.2K 0.01% 516
2021
Q1 		$255K Buy
3,910
+110
+3% +$8.5K 0.01% 470
2020
Q4 		$304K Buy
+3,800
New +$287K 0.01% 393
2020
Q3 		– Sell
-3,200
Closed -$130K – 1921
2020
Q2 		$130K Buy
3,200
+440
+16% +$13.3K 0.01% 491
2020
Q1 		$53K Sell
2,760
-820
-23% -$21.2K ﹤0.01% 582
2019
Q4 		$93K Buy
+3,580
New +$80.6K 0.01% 433

Other funds holding TTD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Orion Portfolio Solutions's TTD Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its Trade Desk (TTD) stake by 5.8% in Q1 2025, selling an estimated $220K and leaving 39,794 shares worth $2.18M. The position accounts for 0.02% of the portfolio, ranked #663.

Orion Portfolio Solutions first reported a position in TTD in Q4 2019 and has held it in 20 quarters since. The position peaked at $4.96M in Q4 2024. 1,047 funds tracked by Wall St. Rank hold TTD as of Q1 2025.

  • Orion Portfolio Solutions held 39,794 shares of Trade Desk worth $2.18M as of Q1 2025.
  • Orion Portfolio Solutions sold 2,432 Trade Desk shares in Q1 2025, an estimated $220K.
  • Trade Desk made up 0.02% of Orion Portfolio Solutions's portfolio in Q1 2025, its #663 holding.
  • Orion Portfolio Solutions first reported a position in Trade Desk in Q4 2019 and has held it in 20 quarters since.
  • Orion Portfolio Solutions's Trade Desk position peaked at $4.96M in Q4 2024.
  • 1,047 funds tracked by Wall St. Rank held Trade Desk as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.