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Sonora Investment Management Group’s Trade Desk TTD Stock Holding History

Sonora Investment Management 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
Q3 		$227K Buy
4,625
+815
+21% +$51.7K 0.02% 256
2025
Q2 		$274K Buy
+3,810
New +$243K 0.02% 229
2025
Q1 		– Sell
-2,517
Closed -$296K – 314
2024
Q4 		$296K Buy
2,517
+375
+18% +$46.4K 0.02% 218
2024
Q3 		$235K Buy
+2,142
New +$214K 0.02% 249

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

Sonora Investment Management Group's TTD Position: Q3 2025 in Review

Sonora Investment Management Group increased its Trade Desk (TTD) stake by 21% in Q3 2025, buying an estimated $51.7K and bringing the position to 4,625 shares worth $227K. The position accounts for 0.02% of the portfolio, ranked #256.

Sonora Investment Management Group first reported a position in TTD in Q3 2024 and has held it in 4 quarters since. The position peaked at $296K in Q4 2024. 963 funds tracked by Wall St. Rank hold TTD as of Q3 2025.

  • Sonora Investment Management Group held 4,625 shares of Trade Desk worth $227K as of Q3 2025.
  • Sonora Investment Management Group bought 815 Trade Desk shares in Q3 2025, an estimated $51.7K.
  • Trade Desk made up 0.02% of Sonora Investment Management Group's portfolio in Q3 2025, its #256 holding.
  • Sonora Investment Management Group first reported a position in Trade Desk in Q3 2024 and has held it in 4 quarters since.
  • Sonora Investment Management Group's Trade Desk position peaked at $296K in Q4 2024.
  • 963 funds tracked by Wall St. Rank held Trade Desk as of Q3 2025.

Based on Sonora Investment Management Group's 13F filing for Q3 2025, filed 7 Oct 2025.