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Provenance Wealth Advisors’s Trade Desk TTD Stock Holding History

Provenance 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
-876
Closed -$42.9K – 444
2025
Q3 		$42.9K Hold
876
– – 0.01% 224
2025
Q2 		$63.1K Hold
876
– – 0.01% 191
2025
Q1 		$47.9K Buy
876
+119
+16% +$10.8K 0.01% 226
2024
Q4 		$89K Hold
757
– – 0.01% 196
2024
Q3 		$83K Buy
757
+182
+32% +$18.2K 0.01% 207
2024
Q2 		$56.2K Hold
575
– – 0.01% 210
2024
Q1 		$50.3K Buy
575
+46
+9% +$3.49K 0.01% 225
2023
Q4 		$38.1K Buy
529
+29
+6% +$2.13K 0.01% 221
2023
Q3 		$39.1K Buy
+500
New +$40.4K 0.01% 190

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 $3.37T AUM 44.26% 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

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

Provenance Wealth Advisors sold out of Trade Desk (TTD) in Q4 2025, closing a stake of 876 shares — an estimated $42.9K sold.

Provenance Wealth Advisors first reported a position in TTD in Q3 2023 and held it in 9 quarters. The position peaked at $89K in Q4 2024. 945 funds tracked by Wall St. Rank hold TTD as of Q4 2025.

  • Provenance Wealth Advisors reported no remaining Trade Desk position as of Q4 2025 after selling out during the quarter.
  • Provenance Wealth Advisors sold 876 Trade Desk shares in Q4 2025, an estimated $42.9K.
  • Provenance Wealth Advisors first reported a position in Trade Desk in Q3 2023 and held it in 9 quarters.
  • Provenance Wealth Advisors's Trade Desk position peaked at $89K in Q4 2024.
  • 945 funds tracked by Wall St. Rank held Trade Desk as of Q4 2025.

Based on Provenance Wealth Advisors's 13F filing for Q4 2025, filed 26 Jan 2026.