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Goldstone Financial Group’s Trade Desk TTD Stock Holding History

Goldstone Financial Group’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 		$240K Buy
13,280
+2,610
+24% +$55.4K 0.02% 220
2026
Q1 		$242K Buy
10,670
+1,078
+11% +$31.1K 0.03% 207
2025
Q4 		$364K Buy
9,592
+974
+11% +$43.2K 0.04% 182
2025
Q3 		$422K Buy
+8,618
New +$547K 0.05% 171
2025
Q1 		– Sell
-2,068
Closed -$243K – 218
2024
Q4 		$243K Sell
2,068
-278
-12% -$34.4K 0.04% 181
2024
Q3 		$257K Buy
+2,346
New +$234K 0.04% 164

Other funds holding TTD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

Goldstone Financial Group's TTD Position: Q2 2026 in Review

Goldstone Financial Group increased its Trade Desk (TTD) stake by 24% in Q2 2026, buying an estimated $55.4K and bringing the position to 13,280 shares worth $240K. The position accounts for 0.02% of the portfolio, ranked #220.

Goldstone Financial Group first reported a position in TTD in Q3 2024 and has held it in 6 quarters since. The position peaked at $422K in Q3 2025. 681 funds tracked by Wall St. Rank hold TTD as of Q2 2026.

  • Goldstone Financial Group held 13,280 shares of Trade Desk worth $240K as of Q2 2026.
  • Goldstone Financial Group bought 2,610 Trade Desk shares in Q2 2026, an estimated $55.4K.
  • Trade Desk made up 0.02% of Goldstone Financial Group's portfolio in Q2 2026, its #220 holding.
  • Goldstone Financial Group first reported a position in Trade Desk in Q3 2024 and has held it in 6 quarters since.
  • Goldstone Financial Group's Trade Desk position peaked at $422K in Q3 2025.
  • 681 funds tracked by Wall St. Rank held Trade Desk as of Q2 2026.

Based on Goldstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.