Winnow Wealth’s Trade Desk TTD Stock Holding History

Winnow Wealth’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	-12	Closed	-$639	–	637
2025 Q1	$639	Buy	12 +4	+50%	+$362	﹤0.01%	462
2024 Q4	$924	Buy	+8	New	+$990	﹤0.01%	348

Other funds holding TTD

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Winnow Wealth's TTD Position: Q2 2025 in Review

Winnow Wealth sold out of Trade Desk (TTD) in Q2 2025, closing a stake of 12 shares — an estimated $639 sold.

Winnow Wealth first reported a position in TTD in Q4 2024 and held it in 2 quarters. The position peaked at $924 in Q4 2024. 1,072 funds tracked by Wall St. Rank hold TTD as of Q2 2025.

Winnow Wealth reported no remaining Trade Desk position as of Q2 2025 after selling out during the quarter.
Winnow Wealth sold 12 Trade Desk shares in Q2 2025, an estimated $639.
Winnow Wealth first reported a position in Trade Desk in Q4 2024 and held it in 2 quarters.
Winnow Wealth's Trade Desk position peaked at $924 in Q4 2024.
1,072 funds tracked by Wall St. Rank held Trade Desk as of Q2 2025.

Based on Winnow Wealth's 13F filing for Q2 2025, filed 12 Aug 2025.