Valley Wealth Managers’s Trade Desk TTD Stock Holding History

Valley Wealth Managers’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	-30	Closed	-$2.16K	–	329
2025 Q2	$2.16K	Hold	30	–	–	﹤0.01%	272
2025 Q1	$1.64K	Hold	30	–	–	﹤0.01%	325
2024 Q4	$3.53K	Hold	30	–	–	﹤0.01%	325
2024 Q3	$3.29K	Hold	30	–	–	﹤0.01%	334
2024 Q2	$2.93K	Hold	30	–	–	﹤0.01%	325
2024 Q1	$2.62K	Hold	30	–	–	﹤0.01%	276
2023 Q4	$2.16K	Hold	30	–	–	﹤0.01%	295
2023 Q3	$2.35K	Hold	30	–	–	﹤0.01%	325
2023 Q2	$2.32K	Hold	30	–	–	﹤0.01%	300
2023 Q1	$1.83K	Hold	30	–	–	﹤0.01%	322
2022 Q4	$1.34K	Sell	30 -20	-40%	-$1.01K	﹤0.01%	337
2022 Q3	$3K	Buy	50 +20	+67%	+$1.14K	﹤0.01%	360
2022 Q2	$1K	Buy	+30	New	+$1.64K	﹤0.01%	424

Other funds holding TTD

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Valley Wealth Managers's TTD Position: Q3 2025 in Review

Valley Wealth Managers sold out of Trade Desk (TTD) in Q3 2025, closing a stake of 30 shares — an estimated $2.16K sold.

Valley Wealth Managers first reported a position in TTD in Q2 2022 and held it in 13 quarters. The position peaked at $3.53K in Q4 2024. 964 funds tracked by Wall St. Rank hold TTD as of Q3 2025.

Valley Wealth Managers reported no remaining Trade Desk position as of Q3 2025 after selling out during the quarter.
Valley Wealth Managers sold 30 Trade Desk shares in Q3 2025, an estimated $2.16K.
Valley Wealth Managers first reported a position in Trade Desk in Q2 2022 and held it in 13 quarters.
Valley Wealth Managers's Trade Desk position peaked at $3.53K in Q4 2024.
964 funds tracked by Wall St. Rank held Trade Desk as of Q3 2025.

Based on Valley Wealth Managers's 13F filing for Q3 2025, filed 3 Nov 2025.