Western Wealth Management’s Trade Desk TTD Stock Holding History

Western Wealth Management’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	-3,517	Closed	-$253K	–	787
2025 Q2	$253K	Buy	+3,517	New	+$225K	0.02%	612
2025 Q1	–	Sell	-3,418	Closed	-$402K	–	783
2024 Q4	$402K	Buy	3,418 +324	+10%	+$40.1K	0.02%	518
2024 Q3	$339K	Buy	3,094 +934	+43%	+$93.2K	0.02%	561
2024 Q2	$211K	Buy	+2,160	New	+$195K	0.02%	621
2022 Q4	–	Sell	-4,826	Closed	-$286K	–	782
2022 Q3	$286K	Buy	+4,826	New	+$275K	0.02%	643
2022 Q2	–	Sell	-4,892	Closed	-$338K	–	854
2022 Q1	$338K	Buy	4,892 +1,879	+62%	+$136K	0.02%	636
2021 Q4	$278K	Buy	+3,013	New	+$264K	0.03%	495
2021 Q2	$229K	Sell	2,920 -160	-5%	-$10.2K	0.02%	565
2021 Q1	$201K	Buy	3,080 +90	+3%	+$6.96K	0.03%	502
2020 Q4	$239K	Buy	+2,990	New	+$226K	0.04%	405

Other funds holding TTD

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Western Wealth Management's TTD Position: Q3 2025 in Review

Western Wealth Management sold out of Trade Desk (TTD) in Q3 2025, closing a stake of 3,517 shares — an estimated $253K sold.

Western Wealth Management first reported a position in TTD in Q4 2020 and held it in 10 quarters. The position peaked at $402K in Q4 2024. 963 funds tracked by Wall St. Rank hold TTD as of Q3 2025.

Western Wealth Management reported no remaining Trade Desk position as of Q3 2025 after selling out during the quarter.
Western Wealth Management sold 3,517 Trade Desk shares in Q3 2025, an estimated $253K.
Western Wealth Management first reported a position in Trade Desk in Q4 2020 and held it in 10 quarters.
Western Wealth Management's Trade Desk position peaked at $402K in Q4 2024.
963 funds tracked by Wall St. Rank held Trade Desk as of Q3 2025.

Based on Western Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.