Outlook Wealth Advisors’s Trade Desk TTD Stock Holding History

Outlook 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 Q4	–	Sell	-5,042	Closed	-$247K	–	312
2025 Q3	$247K	Sell	5,042 -239	-5%	-$15.2K	0.06%	272
2025 Q2	$380K	Buy	+5,281	New	+$337K	0.1%	194

Other funds holding TTD

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Outlook Wealth Advisors's TTD Position: Q4 2025 in Review

Outlook Wealth Advisors sold out of Trade Desk (TTD) in Q4 2025, closing a stake of 5,042 shares — an estimated $247K sold.

Outlook Wealth Advisors first reported a position in TTD in Q2 2025 and held it in 2 quarters. The position peaked at $380K in Q2 2025. 945 funds tracked by Wall St. Rank hold TTD as of Q4 2025.

Outlook Wealth Advisors reported no remaining Trade Desk position as of Q4 2025 after selling out during the quarter.
Outlook Wealth Advisors sold 5,042 Trade Desk shares in Q4 2025, an estimated $247K.
Outlook Wealth Advisors first reported a position in Trade Desk in Q2 2025 and held it in 2 quarters.
Outlook Wealth Advisors's Trade Desk position peaked at $380K in Q2 2025.
945 funds tracked by Wall St. Rank held Trade Desk as of Q4 2025.

Based on Outlook Wealth Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.