Pinnacle Associates’s Trade Desk TTD Stock Holding History

Pinnacle Associates’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	-9,028	Closed	-$650K	–	884
2025 Q2	$650K	Sell	9,028 -515	-5%	-$32.9K	0.01%	581
2025 Q1	$522K	Buy	9,543 +6,880	+258%	+$622K	0.01%	608
2024 Q4	$313K	Buy	+2,663	New	+$329K	﹤0.01%	709
2024 Q3	–	Sell	-2,622	Closed	-$256K	–	849
2024 Q2	$256K	Buy	2,622 +92	+4%	+$8.3K	﹤0.01%	727
2024 Q1	$221K	Buy	+2,530	New	+$192K	﹤0.01%	774
2022 Q2	–	Sell	-3,260	Closed	-$226K	–	793
2022 Q1	$226K	Sell	3,260 -500	-13%	-$36.1K	﹤0.01%	732
2021 Q4	$345K	Sell	3,760 -220	-6%	-$19.3K	0.01%	636
2021 Q3	$280K	Buy	+3,980	New	+$308K	0.01%	660

Other funds holding TTD

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.7T 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 New York $1.66T AUM 25.57% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T 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