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Soltis Investment Advisors’s Trade Desk TTD Stock Holding History

Soltis Investment 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
-5,661
Closed -$277K – 550
2025
Q3 		$277K Sell
5,661
-2,008
-26% -$127K 0.02% 394
2025
Q2 		$552K Buy
7,669
+641
+9% +$40.9K 0.04% 243
2025
Q1 		$385K Sell
7,028
-180
-2% -$16.3K 0.03% 270
2024
Q4 		$847K Buy
7,208
+3,973
+123% +$492K 0.08% 178
2024
Q3 		$355K Sell
3,235
-1,160
-26% -$116K 0.03% 261
2024
Q2 		$429K Buy
4,395
+153
+4% +$13.8K 0.05% 224
2024
Q1 		$371K Buy
4,242
+605
+17% +$45.8K 0.04% 231
2023
Q4 		$262K Sell
3,637
-33
-0.9% -$2.42K 0.03% 245
2023
Q3 		$287K Sell
3,670
-336
-8% -$27.2K 0.04% 224
2023
Q2 		$309K Buy
+4,006
New +$271K 0.04% 212
2022
Q2 		– Sell
-2,901
Closed -$201K – 266
2022
Q1 		$201K Sell
2,901
-399
-12% -$28.8K 0.03% 243
2021
Q4 		$302K Sell
3,300
-1,542
-32% -$135K 0.04% 205
2021
Q3 		$340K Buy
4,842
+1,672
+53% +$129K 0.05% 184
2021
Q2 		$245K Buy
+3,170
New +$203K 0.04% 220
2021
Q1 		– Sell
-3,010
Closed -$241K – 233
2020
Q4 		$241K Buy
+3,010
New +$227K 0.04% 196

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 $3.38T AUM 44.17% 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

Soltis Investment Advisors's TTD Position: Q4 2025 in Review

Soltis Investment Advisors sold out of Trade Desk (TTD) in Q4 2025, closing a stake of 5,661 shares — an estimated $277K sold.

Soltis Investment Advisors first reported a position in TTD in Q4 2020 and held it in 15 quarters. The position peaked at $847K in Q4 2024. 945 funds tracked by Wall St. Rank hold TTD as of Q4 2025.

  • Soltis Investment Advisors reported no remaining Trade Desk position as of Q4 2025 after selling out during the quarter.
  • Soltis Investment Advisors sold 5,661 Trade Desk shares in Q4 2025, an estimated $277K.
  • Soltis Investment Advisors first reported a position in Trade Desk in Q4 2020 and held it in 15 quarters.
  • Soltis Investment Advisors's Trade Desk position peaked at $847K in Q4 2024.
  • 945 funds tracked by Wall St. Rank held Trade Desk as of Q4 2025.

Based on Soltis Investment Advisors's 13F filing for Q4 2025, filed 5 Feb 2026.