Triad Wealth Partners’s Trade Desk TTD Stock Holding History

Triad Wealth Partners’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 Q4	–	Sell	-4,884	Closed	-$239K	–	481
2025 Q3	$239K	Buy	+4,884	New	+$310K	0.03%	327

Other funds holding TTD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Triad Wealth Partners's TTD Position: Q4 2025 in Review

Triad Wealth Partners sold out of Trade Desk (TTD) in Q4 2025, closing a stake of 4,884 shares — an estimated $239K sold.

Triad Wealth Partners first reported a position in TTD in Q3 2025 and held it in 1 quarter. The position peaked at $239K in Q3 2025. 940 funds tracked by Wall St. Rank hold TTD as of Q4 2025.

Triad Wealth Partners reported no remaining Trade Desk position as of Q4 2025 after selling out during the quarter.
Triad Wealth Partners sold 4,884 Trade Desk shares in Q4 2025, an estimated $239K.
Triad Wealth Partners first reported a position in Trade Desk in Q3 2025 and held it in 1 quarter.
Triad Wealth Partners's Trade Desk position peaked at $239K in Q3 2025.
940 funds tracked by Wall St. Rank held Trade Desk as of Q4 2025.

Based on Triad Wealth Partners's 13F filing for Q4 2025, filed 22 Jan 2026.