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Perigon Wealth Management’s Trade Desk TTD Stock Holding History

Perigon 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
Q4 		– Sell
-24,162
Closed -$1.18M – 1368
2025
Q3 		$1.18M Buy
24,162
+4,830
+25% +$306K 0.02% 466
2025
Q2 		$1.39M Buy
19,332
+6,329
+49% +$404K 0.03% 404
2025
Q1 		$712K Buy
13,003
+7,422
+133% +$671K 0.02% 531
2024
Q4 		$674K Buy
5,581
+992
+22% +$123K 0.02% 558
2024
Q3 		$503K Sell
4,589
-1,095
-19% -$109K 0.01% 621
2024
Q2 		$555K Sell
5,684
-1,926
-25% -$174K 0.02% 508
2024
Q1 		$665K Sell
7,610
-285
-4% -$21.6K 0.02% 470
2023
Q4 		$568K Sell
7,895
-4,041
-34% -$297K 0.02% 465
2023
Q3 		$933K Buy
11,936
+1,515
+15% +$122K 0.04% 322
2023
Q2 		$805K Buy
10,421
+1,188
+13% +$80.4K 0.03% 354
2023
Q1 		$562K Buy
9,233
+4,260
+86% +$227K 0.03% 373
2022
Q4 		$223K Buy
4,973
+1,472
+42% +$74.6K 0.01% 628
2022
Q3 		$209K Buy
+3,501
New +$199K 0.02% 531
2022
Q2 		– Sell
-3,766
Closed -$261K – 617
2022
Q1 		$261K Sell
3,766
-540
-13% -$39K 0.02% 512
2021
Q4 		$395K Buy
4,306
+1,038
+32% +$90.9K 0.03% 389
2021
Q3 		$230K Buy
3,268
+666
+26% +$51.5K 0.02% 483
2021
Q2 		$201K Buy
+2,602
New +$166K 0.02% 499
2021
Q1 		– Sell
-350
Closed -$28K – 994
2020
Q4 		$28K Buy
+350
New +$26.4K ﹤0.01% 929

Other funds holding TTD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Perigon Wealth Management's TTD Position: Q4 2025 in Review

Perigon Wealth Management sold out of Trade Desk (TTD) in Q4 2025, closing a stake of 24,162 shares — an estimated $1.18M sold.

Perigon Wealth Management first reported a position in TTD in Q4 2020 and held it in 18 quarters. The position peaked at $1.39M in Q2 2025. 945 funds tracked by Wall St. Rank hold TTD as of Q4 2025.

  • Perigon Wealth Management reported no remaining Trade Desk position as of Q4 2025 after selling out during the quarter.
  • Perigon Wealth Management sold 24,162 Trade Desk shares in Q4 2025, an estimated $1.18M.
  • Perigon Wealth Management first reported a position in Trade Desk in Q4 2020 and held it in 18 quarters.
  • Perigon Wealth Management's Trade Desk position peaked at $1.39M in Q2 2025.
  • 945 funds tracked by Wall St. Rank held Trade Desk as of Q4 2025.

Based on Perigon Wealth Management's 13F filing for Q4 2025, filed 16 Jan 2026.