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West Oak Capital’s Trade Desk TTD Stock Holding History

West Oak Capital’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
-425
Closed -$306 – 308
2025
Q2 		$306 Buy
425
+350
+467% +$22.3K 0.01% 191
2025
Q1 		$41 Hold
75
– – ﹤0.01% 263
2024
Q4 		$88K Hold
75
– – ﹤0.01% 250
2024
Q3 		$82 Sell
75
-200
-73% -$20K ﹤0.01% 253
2024
Q2 		$26.9K Hold
275
– – 0.01% 206
2024
Q1 		$24K Hold
275
– – 0.01% 201
2023
Q4 		$18K Hold
275
– – 0.01% 217
2023
Q3 		$21K Hold
275
– – 0.01% 204
2023
Q2 		$21.2K Buy
275
+75
+38% +$5.08K 0.01% 203
2023
Q1 		$12.2K Hold
200
– – 0.01% 237
2022
Q4 		$9K Sell
200
-200
-50% -$10.1K ﹤0.01% 222
2022
Q3 		$24K Hold
400
– – 0.01% 193
2022
Q2 		$17K Sell
400
-25
-6% -$1.37K 0.01% 211
2022
Q1 		$29K Sell
425
-400
-48% -$28.9K 0.01% 201
2021
Q4 		$76K Buy
825
+125
+18% +$10.9K 0.03% 170
2021
Q3 		$49K Buy
700
+400
+133% +$30.9K 0.02% 191
2021
Q2 		$23K Buy
+300
New +$19.2K 0.01% 228
2018
Q4 		– Sell
-650
Closed -$9.81K – 353
2018
Q3 		$9.81K Hold
650
– – 0.01% 264
2018
Q2 		$6.1K Hold
650
– – ﹤0.01% 278
2018
Q1 		$3.23K Buy
+650
New +$3.33K ﹤0.01% 307
2017
Q3 		– Sell
-1,000
Closed -$5.01K – 353
2017
Q2 		$5.01K Hold
1,000
– – ﹤0.01% 307
2017
Q1 		$3.73K Sell
1,000
-5,000
-83% -$17.1K ﹤0.01% 337
2016
Q4 		$16.6K Buy
+6,000
New +$16.1K 0.01% 248

Other funds holding TTD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

West Oak Capital's TTD Position: Q3 2025 in Review

West Oak Capital sold out of Trade Desk (TTD) in Q3 2025, closing a stake of 425 shares — an estimated $306 sold.

West Oak Capital first reported a position in TTD in Q4 2016 and held it in 23 quarters. The position peaked at $88K in Q4 2024. 963 funds tracked by Wall St. Rank hold TTD as of Q3 2025.

  • West Oak Capital reported no remaining Trade Desk position as of Q3 2025 after selling out during the quarter.
  • West Oak Capital sold 425 Trade Desk shares in Q3 2025, an estimated $306.
  • West Oak Capital first reported a position in Trade Desk in Q4 2016 and held it in 23 quarters.
  • West Oak Capital's Trade Desk position peaked at $88K in Q4 2024.
  • 963 funds tracked by Wall St. Rank held Trade Desk as of Q3 2025.

Based on West Oak Capital's 13F filing for Q3 2025, filed 3 Oct 2025.