SIAP
TTD icon

Sterling Investment Advisors (Pennsylvania)’s Trade Desk TTD Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
-48,195
Closed -$3.47M – 207
2025
Q2 		$3.47M Buy
48,195
+250
+0.5% +$16K 0.76% 41
2025
Q1 		$2.62M Buy
47,945
+1,495
+3% +$135K 0.63% 49
2024
Q4 		$5.46M Sell
46,450
-2,715
-6% -$336K 1.32% 24
2024
Q3 		$5.39M Sell
49,165
-2,510
-5% -$250K 1.37% 23
2024
Q2 		$5.05M Sell
51,675
-1,325
-3% -$120K 1.36% 22
2024
Q1 		$4.63M Buy
53,000
+175
+0.3% +$13.3K 1.3% 22
2023
Q4 		$3.8M Buy
52,825
+20,750
+65% +$1.52M 1.18% 23
2023
Q3 		$2.51M Buy
32,075
+21,900
+215% +$1.77M 0.87% 42
2023
Q2 		$786K Hold
10,175
– – 0.26% 81
2023
Q1 		$620K Sell
10,175
-25
-0.2% -$1.33K 0.21% 90
2022
Q4 		$457K Hold
10,200
– – 0.16% 102
2022
Q3 		$609K Buy
10,200
+3,200
+46% +$182K 0.23% 95
2022
Q2 		$293K Buy
7,000
+750
+12% +$41.1K 0.1% 114
2022
Q1 		$433K Hold
6,250
– – 0.12% 116
2021
Q4 		$573K Hold
6,250
– – 0.16% 108
2021
Q3 		$439K Hold
6,250
– – 0.13% 113
2021
Q2 		$484K Hold
6,250
– – 0.14% 112
2021
Q1 		$407K Hold
6,250
– – 0.13% 113
2020
Q4 		$501K Hold
6,250
– – 0.17% 97
2020
Q3 		$324K Sell
6,250
-2,750
-31% -$126K 0.12% 107
2020
Q2 		$365K Buy
9,000
+1,500
+20% +$45.2K 0.15% 101
2020
Q1 		$144K Buy
+7,500
New +$194K 0.08% 125

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 $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T 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

Sterling Investment Advisors (Pennsylvania)'s TTD Position: Q3 2025 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Trade Desk (TTD) in Q3 2025, closing a stake of 48,195 shares — an estimated $3.47M sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in TTD in Q1 2020 and held it in 22 quarters. The position peaked at $5.46M in Q4 2024. 963 funds tracked by Wall St. Rank hold TTD as of Q3 2025.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining Trade Desk position as of Q3 2025 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 48,195 Trade Desk shares in Q3 2025, an estimated $3.47M.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in Trade Desk in Q1 2020 and held it in 22 quarters.
  • Sterling Investment Advisors (Pennsylvania)'s Trade Desk position peaked at $5.46M in Q4 2024.
  • 963 funds tracked by Wall St. Rank held Trade Desk as of Q3 2025.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2025, filed 28 Oct 2025.