Forum Financial Management’s Trade Desk TTD Stock Holding History

Forum Financial 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	-3,233	Closed	-$233K	–	1057
2025 Q2	$233K	Buy	+3,233	New	+$206K	﹤0.01%	814
2025 Q1	–	Sell	-5,510	Closed	-$648K	–	936
2024 Q4	$648K	Buy	5,510 +482	+10%	+$59.6K	0.01%	301
2024 Q3	$551K	Sell	5,028 -264	-5%	-$26.3K	0.01%	304
2024 Q2	$517K	Buy	5,292 +1,772	+50%	+$160K	0.01%	295
2024 Q1	$308K	Sell	3,520 -1	-0%	-$76	0.01%	496
2023 Q4	$253K	Buy	3,521 +106	+3%	+$7.79K	﹤0.01%	534
2023 Q3	$267K	Buy	3,415 +538	+19%	+$43.5K	0.01%	461
2023 Q2	$222K	Buy	+2,877	New	+$195K	0.01%	571
2022 Q1	–	Sell	-2,414	Closed	-$221K	–	678
2021 Q4	$221K	Buy	+2,414	New	+$211K	0.01%	570

Other funds holding TTD

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

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Baillie Gifford & Co

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

Geode Capital Management

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return