RWB
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RMR Wealth Builders’s Trade Desk TTD Stock Holding History

RMR Wealth Builders’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
-8,469
Closed -$415K – 294
2025
Q3 		$415K Sell
8,469
-726
-8% -$46.1K 0.03% 191
2025
Q2 		$662K Sell
9,195
-1,510
-14% -$96.4K 0.06% 148
2025
Q1 		$586K Buy
10,705
+92
+0.9% +$8.32K 0.06% 139
2024
Q4 		$1.25M Buy
10,613
+89
+0.8% +$11K 0.13% 91
2024
Q3 		$1.15M Buy
10,524
+2,042
+24% +$204K 0.12% 93
2024
Q2 		$828K Buy
8,482
+1,061
+14% +$95.7K 0.1% 108
2024
Q1 		$649K Buy
7,421
+1,308
+21% +$99.1K 0.08% 128
2023
Q4 		$440K Sell
6,113
-144
-2% -$10.6K 0.06% 153
2023
Q3 		$489K Buy
6,257
+7
+0.1% +$566 0.08% 139
2023
Q2 		$483K Buy
6,250
+30
+0.5% +$2.03K 0.08% 120
2023
Q1 		$379K Buy
+6,220
New +$331K 0.07% 139
2021
Q2 		– Sell
-3,890
Closed -$253K – 665
2021
Q1 		$253K Buy
3,890
+3,590
+1,197% +$277K 0.07% 158
2020
Q4 		$24K Buy
+300
New +$22.7K 0.01% 337

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

RMR Wealth Builders's TTD Position: Q4 2025 in Review

RMR Wealth Builders sold out of Trade Desk (TTD) in Q4 2025, closing a stake of 8,469 shares — an estimated $415K sold.

RMR Wealth Builders first reported a position in TTD in Q4 2020 and held it in 13 quarters. The position peaked at $1.25M in Q4 2024. 943 funds tracked by Wall St. Rank hold TTD as of Q4 2025.

  • RMR Wealth Builders reported no remaining Trade Desk position as of Q4 2025 after selling out during the quarter.
  • RMR Wealth Builders sold 8,469 Trade Desk shares in Q4 2025, an estimated $415K.
  • RMR Wealth Builders first reported a position in Trade Desk in Q4 2020 and held it in 13 quarters.
  • RMR Wealth Builders's Trade Desk position peaked at $1.25M in Q4 2024.
  • 943 funds tracked by Wall St. Rank held Trade Desk as of Q4 2025.

Based on RMR Wealth Builders's 13F filing for Q4 2025, filed 29 Jan 2026.