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Parisi Gray Wealth Management’s Trade Desk TTD Stock Holding History

Parisi Gray Wealth Management’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
-4,211
Closed -$303K – 131
2025
Q2 		$303K Sell
4,211
-641
-13% -$40.9K 0.09% 97
2025
Q1 		$266K Buy
4,852
+318
+7% +$28.8K 0.09% 98
2024
Q4 		$533K Buy
4,534
+99
+2% +$12.2K 0.17% 75
2024
Q3 		$486K Buy
4,435
+111
+3% +$11.1K 0.16% 77
2024
Q2 		$422K Buy
4,324
+219
+5% +$19.8K 0.15% 78
2024
Q1 		$359K Buy
4,105
+26
+0.6% +$1.97K 0.13% 85
2023
Q4 		$294K Sell
4,079
-630
-13% -$46.3K 0.12% 84
2023
Q3 		$368K Buy
4,709
+37
+0.8% +$2.99K 0.17% 75
2023
Q2 		$285K Buy
+4,672
New +$316K 0.13% 82
2022
Q3 		– Sell
-5,231
Closed -$219K – 101
2022
Q2 		$219K Sell
5,231
-1,135
-18% -$62.2K 0.11% 95
2022
Q1 		$441K Sell
6,366
-269
-4% -$19.4K 0.18% 82
2021
Q4 		$608K Buy
6,635
+210
+3% +$18.4K 0.23% 74
2021
Q3 		$452K Sell
6,425
-69
-1% -$5.33K 0.19% 87
2021
Q2 		$502K Sell
6,494
-336
-5% -$21.5K 0.18% 88
2021
Q1 		$445K Buy
6,830
+130
+2% +$10K 0.19% 86
2020
Q4 		$537K Buy
6,700
+1,460
+28% +$110K 0.24% 73
2020
Q3 		$272K Buy
+5,240
New +$239K 0.14% 97

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 $3.38T AUM 44.17% 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

Parisi Gray Wealth Management's TTD Position: Q3 2025 in Review

Parisi Gray Wealth Management sold out of Trade Desk (TTD) in Q3 2025, closing a stake of 4,211 shares — an estimated $303K sold.

Parisi Gray Wealth Management first reported a position in TTD in Q3 2020 and held it in 17 quarters. The position peaked at $608K in Q4 2021. 964 funds tracked by Wall St. Rank hold TTD as of Q3 2025.

  • Parisi Gray Wealth Management reported no remaining Trade Desk position as of Q3 2025 after selling out during the quarter.
  • Parisi Gray Wealth Management sold 4,211 Trade Desk shares in Q3 2025, an estimated $303K.
  • Parisi Gray Wealth Management first reported a position in Trade Desk in Q3 2020 and held it in 17 quarters.
  • Parisi Gray Wealth Management's Trade Desk position peaked at $608K in Q4 2021.
  • 964 funds tracked by Wall St. Rank held Trade Desk as of Q3 2025.

Based on Parisi Gray Wealth Management's 13F filing for Q3 2025, filed 17 Oct 2025.