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	–	196
2025 Q2	$1.37M	Buy	19,059 +5,476	+40%	+$350K	0.69%	51
2025 Q1	$743K	Buy	13,583 +471	+4%	+$42.6K	0.43%	84
2024 Q4	$1.54M	Sell	13,112 -1,061	-7%	-$131K	0.84%	29
2024 Q3	$1.55M	Buy	14,173 +1,682	+13%	+$168K	0.88%	31
2024 Q2	$1.22M	Buy	12,491 +8,424	+207%	+$760K	0.73%	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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 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 New York $1.66T AUM 25.57% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return