XML Financial’s Trade Desk TTD Stock Holding History

XML Financial’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	-3,020	Closed	-$217K	–	422
2025 Q2	$217K	Buy	+3,020	New	+$193K	0.02%	344

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

XML Financial's TTD Position: Q3 2025 in Review

XML Financial sold out of Trade Desk (TTD) in Q3 2025, closing a stake of 3,020 shares — an estimated $217K sold.

XML Financial first reported a position in TTD in Q2 2025 and held it in 1 quarter. The position peaked at $217K in Q2 2025. 964 funds tracked by Wall St. Rank hold TTD as of Q3 2025.

XML Financial reported no remaining Trade Desk position as of Q3 2025 after selling out during the quarter.
XML Financial sold 3,020 Trade Desk shares in Q3 2025, an estimated $217K.
XML Financial first reported a position in Trade Desk in Q2 2025 and held it in 1 quarter.
XML Financial's Trade Desk position peaked at $217K in Q2 2025.
964 funds tracked by Wall St. Rank held Trade Desk as of Q3 2025.

Based on XML Financial's 13F filing for Q3 2025, filed 20 Oct 2025.