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Shelton Wealth Management’s Trade Desk TTD Stock Holding History

Shelton Wealth Management’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
-19,059
Closed -$1.37M – 186
2025
Q2 		$1.37M Buy
19,059
+5,476
+40% +$350K 0.66% 51
2025
Q1 		$743K Buy
13,583
+471
+4% +$42.6K 0.4% 84
2024
Q4 		$1.54M Sell
13,112
-1,061
-7% -$131K 0.8% 29
2024
Q3 		$1.55M Buy
14,173
+1,682
+13% +$168K 0.84% 31
2024
Q2 		$1.22M Buy
12,491
+8,424
+207% +$760K 0.69% 35
2024
Q1 		$356K Buy
4,067
+145
+4% +$11K 0.22% 95
2023
Q4 		$282K Buy
3,922
+928
+31% +$68.2K 0.2% 90
2023
Q3 		$234K Sell
2,994
-7
-0.2% -$566 0.19% 55
2023
Q2 		$232K Buy
+3,001
New +$203K 0.18% 63

Other funds holding TTD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Shelton Wealth Management's TTD Position: Q3 2025 in Review

Shelton Wealth Management sold out of Trade Desk (TTD) in Q3 2025, closing a stake of 19,059 shares — an estimated $1.37M sold.

Shelton Wealth Management first reported a position in TTD in Q2 2023 and held it in 9 quarters. The position peaked at $1.55M in Q3 2024. 963 funds tracked by Wall St. Rank hold TTD as of Q3 2025.

  • Shelton Wealth Management reported no remaining Trade Desk position as of Q3 2025 after selling out during the quarter.
  • Shelton Wealth Management sold 19,059 Trade Desk shares in Q3 2025, an estimated $1.37M.
  • Shelton Wealth Management first reported a position in Trade Desk in Q2 2023 and held it in 9 quarters.
  • Shelton Wealth Management's Trade Desk position peaked at $1.55M in Q3 2024.
  • 963 funds tracked by Wall St. Rank held Trade Desk as of Q3 2025.

Based on Shelton Wealth Management's 13F filing for Q3 2025, filed 9 Oct 2025.