GoalVest Advisory’s Trade Desk TTD Stock Holding History

GoalVest Advisory’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	$10.2K	Buy	838 +196	+31%	+$3.08K	﹤0.01%	443
2026 Q2	$11.6K	Hold	642	–	–	﹤0.01%	342
2026 Q1	$14.6K	Hold	642	–	–	﹤0.01%	351
2025 Q4	$24.4K	Hold	642	–	–	﹤0.01%	325
2025 Q3	$31.5K	Hold	642	–	–	0.01%	261
2025 Q2	$46.2K	Hold	642	–	–	0.01%	214
2025 Q1	$35.1K	Hold	642	–	–	0.01%	206
2024 Q4	$75.5K	Sell	642 -360	-36%	-$44.5K	0.02%	162
2024 Q3	$110K	Hold	1,002	–	–	0.03%	137
2024 Q2	$97.9K	Hold	1,002	–	–	0.03%	131
2024 Q1	$87.6K	Hold	1,002	–	–	0.03%	153
2023 Q4	$72.1K	Hold	1,002	–	–	0.03%	115
2023 Q3	$78.3K	Sell	1,002 -478	-32%	-$38.6K	0.04%	121
2023 Q2	$114K	Hold	1,480	–	–	0.06%	92
2023 Q1	$90.1K	Hold	1,480	–	–	0.05%	90
2022 Q4	$66.3K	Hold	1,480	–	–	0.04%	99
2022 Q3	$88K	Hold	1,480	–	–	0.06%	96
2022 Q2	$66K	Hold	1,480	–	–	0.04%	154
2022 Q1	$102K	Buy	+1,480	New	+$107K	0.06%	128
2021 Q2	$114K	Buy	1,480 +510	+53%	+$32.6K	0.07%	127
2021 Q1	$63K	Buy	970 +230	+31%	+$17.8K	0.05%	118
2020 Q4	$59K	Buy	+740	New	+$55.9K	0.05%	109

Other funds holding TTD

AIMA

Ables Iannone Moore & Associates Savannah, Georgia $193M AUM 19.45% 1-Year Est. Return

PAW

Plan A Wealth Lincoln, Nebraska $280M AUM 16.85% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

PFP

Polaris Financial Partners Westerville, Ohio $223M AUM

BTC

Bank & Trust Company Litchfield, Illinois $159M AUM 30.15% 1-Year Est. Return

EWP

Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

GoalVest Advisory's TTD Position: Q3 2026 in Review

GoalVest Advisory increased its Trade Desk (TTD) stake by 31% in Q3 2026, buying an estimated $3.08K and bringing the position to 838 shares worth $10.2K. The position accounts for ﹤0.01% of the portfolio, ranked #443.

GoalVest Advisory first reported a position in TTD in Q4 2020 and has held it in 22 quarters since. The position peaked at $114K in Q2 2023. 18 funds tracked by Wall St. Rank hold TTD as of Q3 2026.

GoalVest Advisory held 838 shares of Trade Desk worth $10.2K as of Q3 2026.
GoalVest Advisory bought 196 Trade Desk shares in Q3 2026, an estimated $3.08K.
Trade Desk made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #443 holding.
GoalVest Advisory first reported a position in Trade Desk in Q4 2020 and has held it in 22 quarters since.
GoalVest Advisory's Trade Desk position peaked at $114K in Q2 2023.
18 funds tracked by Wall St. Rank held Trade Desk as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.