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USA Financial Formulas’s Trade Desk TTD Stock Holding History

USA Financial Formulas’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
-19
Closed -$1.04K – 352
2025
Q1 		$1.04K Sell
19
-9,964
-100% -$901K ﹤0.01% 266
2024
Q4 		$1.17M Sell
9,983
-3,626
-27% -$449K 0.18% 45
2024
Q3 		$1.49M Buy
13,609
+2,754
+25% +$275K 0.23% 27
2024
Q2 		$1.06M Buy
+10,855
New +$979K 0.17% 58
2024
Q1 		– Sell
-59
Closed -$4.25K – 418
2023
Q4 		$4.25K Buy
+59
New +$4.33K ﹤0.01% 264
2018
Q4 		– Sell
-45,140
Closed -$423K – 404
2018
Q3 		$423K Buy
+45,140
New +$535K 0.11% 149

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

USA Financial Formulas's TTD Position: Q2 2025 in Review

USA Financial Formulas sold out of Trade Desk (TTD) in Q2 2025, closing a stake of 19 shares — an estimated $1.04K sold.

USA Financial Formulas first reported a position in TTD in Q3 2018 and held it in 6 quarters. The position peaked at $1.49M in Q3 2024. 1,073 funds tracked by Wall St. Rank hold TTD as of Q2 2025.

  • USA Financial Formulas reported no remaining Trade Desk position as of Q2 2025 after selling out during the quarter.
  • USA Financial Formulas sold 19 Trade Desk shares in Q2 2025, an estimated $1.04K.
  • USA Financial Formulas first reported a position in Trade Desk in Q3 2018 and held it in 6 quarters.
  • USA Financial Formulas's Trade Desk position peaked at $1.49M in Q3 2024.
  • 1,073 funds tracked by Wall St. Rank held Trade Desk as of Q2 2025.

Based on USA Financial Formulas's 13F filing for Q2 2025, filed 18 Jul 2025.