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SVB Wealth’s Trade Desk TTD Stock Holding History

SVB Wealth’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
-2,025
Closed -$111K – 1538
2025
Q1 		$111K Sell
2,025
-2,257
-53% -$204K ﹤0.01% 388
2024
Q4 		$503K Buy
+4,282
New +$530K 0.01% 419
2024
Q3 		– Sell
-3,923
Closed -$383K – 564
2024
Q2 		$383K Buy
3,923
+1,286
+49% +$116K 0.01% 486
2024
Q1 		$231K Buy
+2,637
New +$200K 0.01% 714
2023
Q4 		– Sell
-2,643
Closed -$207K – 946
2023
Q3 		$207K Sell
2,643
-143
-5% -$11.6K ﹤0.01% 737
2023
Q2 		$215K Sell
2,786
-1,472
-35% -$99.6K ﹤0.01% 803
2023
Q1 		$259K Buy
+4,258
New +$227K ﹤0.01% 784
2022
Q4 		– Sell
-4,023
Closed -$240K – 1095
2022
Q3 		$240K Buy
+4,023
New +$229K ﹤0.01% 776
2022
Q2 		– Sell
-3,041
Closed -$211K – 848
2022
Q1 		$211K Buy
3,041
+280
+10% +$20.2K ﹤0.01% 691
2021
Q4 		$253K Buy
+2,761
New +$242K ﹤0.01% 625

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 $110B AUM 4.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

SVB Wealth's TTD Position: Q2 2025 in Review

SVB Wealth sold out of Trade Desk (TTD) in Q2 2025, closing a stake of 2,025 shares — an estimated $111K sold.

SVB Wealth first reported a position in TTD in Q4 2021 and held it in 10 quarters. The position peaked at $503K in Q4 2024. 1,073 funds tracked by Wall St. Rank hold TTD as of Q2 2025.

  • SVB Wealth reported no remaining Trade Desk position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 2,025 Trade Desk shares in Q2 2025, an estimated $111K.
  • SVB Wealth first reported a position in Trade Desk in Q4 2021 and held it in 10 quarters.
  • SVB Wealth's Trade Desk position peaked at $503K in Q4 2024.
  • 1,073 funds tracked by Wall St. Rank held Trade Desk as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.