James T. Borello RIA’s Trade Desk TTD Stock Holding History

James T. Borello RIA’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
2026 Q3	$24.3K	Sell	2,000 -269	-12%	-$4.22K	0.01%	375
2026 Q2	$41K	Buy	2,269 +218	+11%	+$4.63K	0.01%	267
2026 Q1	$46.5K	Buy	2,051 +4	+0.2%	+$115	0.01%	230
2025 Q4	$77.7K	Buy	2,047 +5	+0.2%	+$222	0.02%	149
2025 Q3	$100K	Buy	2,042 +42	+2%	+$2.66K	0.03%	126
2025 Q2	$144K	Hold	2,000	–	–	0.04%	99
2025 Q1	$109K	Buy	+2,000	New	+$181K	0.04%	99

Other funds holding TTD

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

OTL

Oak Thistle LLC New York $1.09B AUM 11.78% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Linden Thomas Advisory Services Charlotte, North Carolina $1.26B AUM 37.95% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

James T. Borello RIA's TTD Position: Q3 2026 in Review

James T. Borello RIA reduced its Trade Desk (TTD) stake by 12% in Q3 2026, selling an estimated $4.22K and leaving 2,000 shares worth $24.3K. The position accounts for 0.01% of the portfolio, ranked #375.

James T. Borello RIA first reported a position in TTD in Q1 2025 and has held it in 7 quarters since. The position peaked at $144K in Q2 2025. 104 funds tracked by Wall St. Rank hold TTD as of Q3 2026.

James T. Borello RIA held 2,000 shares of Trade Desk worth $24.3K as of Q3 2026.
James T. Borello RIA sold 269 Trade Desk shares in Q3 2026, an estimated $4.22K.
Trade Desk made up 0.01% of James T. Borello RIA's portfolio in Q3 2026, its #375 holding.
James T. Borello RIA first reported a position in Trade Desk in Q1 2025 and has held it in 7 quarters since.
James T. Borello RIA's Trade Desk position peaked at $144K in Q2 2025.
104 funds tracked by Wall St. Rank held Trade Desk as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.