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Stiles Financial Services’s Trade Desk TTD Stock Holding History

Stiles Financial Services’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
-5,490
Closed -$395K – 180
2025
Q2 		$395K Hold
5,490
– – 0.14% 125
2025
Q1 		$300K Sell
5,490
-250
-4% -$22.6K 0.12% 140
2024
Q4 		$675K Sell
5,740
-300
-5% -$37.1K 0.24% 95
2024
Q3 		$662K Sell
6,040
-2,200
-27% -$220K 0.23% 93
2024
Q2 		$805K Sell
8,240
-695
-8% -$62.7K 0.31% 80
2024
Q1 		$781K Sell
8,935
-148
-2% -$11.2K 0.31% 81
2023
Q4 		$654K Sell
9,083
-475
-5% -$34.9K 0.3% 87
2023
Q3 		$747K Hold
9,558
– – 0.39% 77
2023
Q2 		$738K Hold
9,558
– – 0.37% 78
2023
Q1 		$582K Sell
9,558
-2
-0% -$106 0.31% 91
2022
Q4 		$429K Hold
9,560
– – 0.25% 103
2022
Q3 		$571K Sell
9,560
-25
-0.3% -$1.42K 0.35% 77
2022
Q2 		$402K Hold
9,585
– – 0.24% 106
2022
Q1 		$664K Buy
9,585
+25
+0.3% +$1.81K 0.33% 89
2021
Q4 		$876K Buy
+9,560
New +$837K 0.42% 72

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 $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
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

Stiles Financial Services's TTD Position: Q3 2025 in Review

Stiles Financial Services sold out of Trade Desk (TTD) in Q3 2025, closing a stake of 5,490 shares — an estimated $395K sold.

Stiles Financial Services first reported a position in TTD in Q4 2021 and held it in 15 quarters. The position peaked at $876K in Q4 2021. 962 funds tracked by Wall St. Rank hold TTD as of Q3 2025.

  • Stiles Financial Services reported no remaining Trade Desk position as of Q3 2025 after selling out during the quarter.
  • Stiles Financial Services sold 5,490 Trade Desk shares in Q3 2025, an estimated $395K.
  • Stiles Financial Services first reported a position in Trade Desk in Q4 2021 and held it in 15 quarters.
  • Stiles Financial Services's Trade Desk position peaked at $876K in Q4 2021.
  • 962 funds tracked by Wall St. Rank held Trade Desk as of Q3 2025.

Based on Stiles Financial Services's 13F filing for Q3 2025, filed 30 Oct 2025.