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Stonebridge Financial Group (Pennsylvania)’s Trade Desk TTD Stock Holding History

Stonebridge Financial Group (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
Q2 		– Sell
-625
Closed -$34.2K – 878
2025
Q1 		$34.2K Sell
625
-2,163
-78% -$196K ﹤0.01% 431
2024
Q4 		$328K Buy
+2,788
New +$345K 0.04% 184

Other funds holding TTD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s TTD Position: Q2 2025 in Review

Stonebridge Financial Group (Pennsylvania) sold out of Trade Desk (TTD) in Q2 2025, closing a stake of 625 shares — an estimated $34.2K sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in TTD in Q4 2024 and held it in 2 quarters. The position peaked at $328K in Q4 2024. 1,072 funds tracked by Wall St. Rank hold TTD as of Q2 2025.

  • Stonebridge Financial Group (Pennsylvania) reported no remaining Trade Desk position as of Q2 2025 after selling out during the quarter.
  • Stonebridge Financial Group (Pennsylvania) sold 625 Trade Desk shares in Q2 2025, an estimated $34.2K.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in Trade Desk in Q4 2024 and held it in 2 quarters.
  • Stonebridge Financial Group (Pennsylvania)'s Trade Desk position peaked at $328K in Q4 2024.
  • 1,072 funds tracked by Wall St. Rank held Trade Desk as of Q2 2025.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2025, filed 24 Jul 2025.