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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

GoalVest Advisory's TTD Position: Q2 2026 in Review

GoalVest Advisory held its Trade Desk (TTD) position steady in Q2 2026 at 642 shares worth $11.6K. The position accounts for ﹤0.01% of the portfolio, ranked #342.

GoalVest Advisory first reported a position in TTD in Q4 2020 and has held it in 21 quarters since. The position peaked at $114K in Q2 2023. 681 funds tracked by Wall St. Rank hold TTD as of Q2 2026.

GoalVest Advisory held 642 shares of Trade Desk worth $11.6K as of Q2 2026.
GoalVest Advisory left its Trade Desk share count unchanged in Q2 2026.
Trade Desk made up ﹤0.01% of GoalVest Advisory's portfolio in Q2 2026, its #342 holding.
GoalVest Advisory first reported a position in Trade Desk in Q4 2020 and has held it in 21 quarters since.
GoalVest Advisory's Trade Desk position peaked at $114K in Q2 2023.
681 funds tracked by Wall St. Rank held Trade Desk as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.