Uniting Wealth Partners’s Trade Desk TTD Stock Holding History

Uniting 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	-5,000	Closed	-$245K	–	201
2025 Q3	$245K	Hold	5,000	–	–	0.06%	157
2025 Q2	$360K	Hold	5,000	–	–	0.14%	75
2025 Q1	$274K	Buy	+5,000	New	+$452K	0.14%	79

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 $3.38T AUM 44.17% 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 $1.89T AUM 35.08% 1-Year Est. Return

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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Uniting Wealth Partners sold out of Trade Desk (TTD) in Q4 2025, closing a stake of 5,000 shares — an estimated $245K sold.

Uniting Wealth Partners first reported a position in TTD in Q1 2025 and held it in 3 quarters. The position peaked at $360K in Q2 2025. 945 funds tracked by Wall St. Rank hold TTD as of Q4 2025.

Uniting Wealth Partners reported no remaining Trade Desk position as of Q4 2025 after selling out during the quarter.
Uniting Wealth Partners sold 5,000 Trade Desk shares in Q4 2025, an estimated $245K.
Uniting Wealth Partners first reported a position in Trade Desk in Q1 2025 and held it in 3 quarters.
Uniting Wealth Partners's Trade Desk position peaked at $360K in Q2 2025.
945 funds tracked by Wall St. Rank held Trade Desk as of Q4 2025.

Based on Uniting Wealth Partners's 13F filing for Q4 2025, filed 13 Feb 2026.