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TCFG Wealth Management’s Trade Desk TTD Stock Holding History

TCFG Wealth Management’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
-6,420
Closed -$462K – 288
2025
Q2 		$462K Sell
6,420
-1,190
-16% -$76K 0.21% 130
2025
Q1 		$416K Sell
7,610
-350
-4% -$31.7K 0.21% 118
2024
Q4 		$936K Sell
7,960
-490
-6% -$60.6K 0.47% 58
2024
Q3 		$927K Buy
+8,450
New +$843K 0.47% 62

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

TCFG Wealth Management's TTD Position: Q3 2025 in Review

TCFG Wealth Management sold out of Trade Desk (TTD) in Q3 2025, closing a stake of 6,420 shares — an estimated $462K sold.

TCFG Wealth Management first reported a position in TTD in Q3 2024 and held it in 4 quarters. The position peaked at $936K in Q4 2024. 963 funds tracked by Wall St. Rank hold TTD as of Q3 2025.

  • TCFG Wealth Management reported no remaining Trade Desk position as of Q3 2025 after selling out during the quarter.
  • TCFG Wealth Management sold 6,420 Trade Desk shares in Q3 2025, an estimated $462K.
  • TCFG Wealth Management first reported a position in Trade Desk in Q3 2024 and held it in 4 quarters.
  • TCFG Wealth Management's Trade Desk position peaked at $936K in Q4 2024.
  • 963 funds tracked by Wall St. Rank held Trade Desk as of Q3 2025.

Based on TCFG Wealth Management's 13F filing for Q3 2025, filed 18 Nov 2025.