United Asset Strategies’s Trade Desk TTD Stock Holding History

United Asset Strategies’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	-10,562	Closed	-$518K	–	270
2025 Q3	$518K	Sell	10,562 -111	-1%	-$7.04K	0.04%	192
2025 Q2	$768K	Buy	+10,673	New	+$681K	0.07%	163

Other funds holding TTD

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

United Asset Strategies's TTD Position: Q4 2025 in Review

United Asset Strategies sold out of Trade Desk (TTD) in Q4 2025, closing a stake of 10,562 shares — an estimated $518K sold.

United Asset Strategies first reported a position in TTD in Q2 2025 and held it in 2 quarters. The position peaked at $768K in Q2 2025. 941 funds tracked by Wall St. Rank hold TTD as of Q4 2025.

United Asset Strategies reported no remaining Trade Desk position as of Q4 2025 after selling out during the quarter.
United Asset Strategies sold 10,562 Trade Desk shares in Q4 2025, an estimated $518K.
United Asset Strategies first reported a position in Trade Desk in Q2 2025 and held it in 2 quarters.
United Asset Strategies's Trade Desk position peaked at $768K in Q2 2025.
941 funds tracked by Wall St. Rank held Trade Desk as of Q4 2025.

Based on United Asset Strategies's 13F filing for Q4 2025, filed 28 Jan 2026.