Premier Path Wealth Partners’s Trade Desk TTD Stock Holding History

Premier Path Wealth Partners’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	-3,349	Closed	-$241K	–	400
2025 Q2	$241K	Buy	+3,349	New	+$214K	0.03%	351
2025 Q1	–	Sell	-5,452	Closed	-$641K	–	385
2024 Q4	$641K	Buy	5,452 +15	+0.3%	+$1.86K	0.1%	200
2024 Q3	$596K	Buy	5,437 +127	+2%	+$12.7K	0.09%	211
2024 Q2	$519K	Buy	5,310 +831	+19%	+$75K	0.09%	218
2024 Q1	$392K	Buy	4,479 +105	+2%	+$7.96K	0.07%	237
2023 Q4	$303K	Buy	+4,374	New	+$321K	0.07%	258

Other funds holding TTD

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

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

BlackRock New York $6.73T AUM 46.02% 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

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Premier Path Wealth Partners's TTD Position: Q3 2025 in Review

Premier Path Wealth Partners sold out of Trade Desk (TTD) in Q3 2025, closing a stake of 3,349 shares — an estimated $241K sold.

Premier Path Wealth Partners first reported a position in TTD in Q4 2023 and held it in 6 quarters. The position peaked at $641K in Q4 2024. 963 funds tracked by Wall St. Rank hold TTD as of Q3 2025.

Premier Path Wealth Partners reported no remaining Trade Desk position as of Q3 2025 after selling out during the quarter.
Premier Path Wealth Partners sold 3,349 Trade Desk shares in Q3 2025, an estimated $241K.
Premier Path Wealth Partners first reported a position in Trade Desk in Q4 2023 and held it in 6 quarters.
Premier Path Wealth Partners's Trade Desk position peaked at $641K in Q4 2024.
963 funds tracked by Wall St. Rank held Trade Desk as of Q3 2025.

Based on Premier Path Wealth Partners's 13F filing for Q3 2025, filed 4 Nov 2025.