SAG
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SageView Advisory Group’s Trade Desk TTD Stock Holding History

SageView Advisory Group’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 		$1.57M Sell
41,477
-351
-0.8% -$15.6K 0.05% 192
2025
Q3 		$2.05M Sell
41,828
-223
-0.5% -$14.2K 0.07% 150
2025
Q2 		$3.72M Sell
42,051
-211
-0.5% -$13.5K 0.14% 87
2025
Q1 		$2.31M Sell
42,262
-686
-2% -$62.1K 0.1% 114
2024
Q4 		$5.05M Buy
42,948
+619
+1% +$76.6K 0.22% 57
2024
Q3 		$4.64M Sell
42,329
-3,541
-8% -$353K 0.24% 56
2024
Q2 		$4.48M Buy
45,870
+38,371
+512% +$3.46M 0.21% 63
2024
Q1 		$1.31M Sell
7,499
-35,236
-82% -$2.67M 0.07% 164
2023
Q4 		$2.96M Buy
42,735
+3,411
+9% +$251K 0.13% 101
2023
Q3 		$3.07M Buy
39,324
+47
+0.1% +$3.8K 0.18% 79
2023
Q2 		$3.03M Buy
39,277
+96
+0.2% +$6.5K 0.17% 83
2023
Q1 		$2.39M Buy
39,181
+21
+0.1% +$1.12K 0.15% 99
2022
Q4 		$1.76M Buy
+39,160
New +$1.99M 0.14% 105

Other funds holding TTD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Morgan Stanley New York $1.66T AUM 25.57% 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 $124B AUM 33.93% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SageView Advisory Group's TTD Position: Q4 2025 in Review

SageView Advisory Group reduced its Trade Desk (TTD) stake by 0.84% in Q4 2025, selling an estimated $15.6K and leaving 41,477 shares worth $1.57M. The position accounts for 0.05% of the portfolio, ranked #192.

SageView Advisory Group first reported a position in TTD in Q4 2022 and has held it in 13 quarters since. The position peaked at $5.05M in Q4 2024. 940 funds tracked by Wall St. Rank hold TTD as of Q4 2025.

  • SageView Advisory Group held 41,477 shares of Trade Desk worth $1.57M as of Q4 2025.
  • SageView Advisory Group sold 351 Trade Desk shares in Q4 2025, an estimated $15.6K.
  • Trade Desk made up 0.05% of SageView Advisory Group's portfolio in Q4 2025, its #192 holding.
  • SageView Advisory Group first reported a position in Trade Desk in Q4 2022 and has held it in 13 quarters since.
  • SageView Advisory Group's Trade Desk position peaked at $5.05M in Q4 2024.
  • 940 funds tracked by Wall St. Rank held Trade Desk as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.