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Wood Tarver Financial Group’s Trade Desk TTD Stock Holding History

Wood Tarver Financial Group’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
-2,002
Closed -$144K – 603
2025
Q2 		$144K Hold
2,002
– – 0.04% 165
2025
Q1 		$110K Buy
2,002
+1,000
+100% +$90.5K 0.04% 181
2024
Q4 		$117K Buy
+1,002
New +$124K 0.04% 171

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 $3.38T AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Wood Tarver Financial Group's TTD Position: Q3 2025 in Review

Wood Tarver Financial Group sold out of Trade Desk (TTD) in Q3 2025, closing a stake of 2,002 shares — an estimated $144K sold.

Wood Tarver Financial Group first reported a position in TTD in Q4 2024 and held it in 3 quarters. The position peaked at $144K in Q2 2025. 964 funds tracked by Wall St. Rank hold TTD as of Q3 2025.

  • Wood Tarver Financial Group reported no remaining Trade Desk position as of Q3 2025 after selling out during the quarter.
  • Wood Tarver Financial Group sold 2,002 Trade Desk shares in Q3 2025, an estimated $144K.
  • Wood Tarver Financial Group first reported a position in Trade Desk in Q4 2024 and held it in 3 quarters.
  • Wood Tarver Financial Group's Trade Desk position peaked at $144K in Q2 2025.
  • 964 funds tracked by Wall St. Rank held Trade Desk as of Q3 2025.

Based on Wood Tarver Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.