GVAG
TTD icon

Great Valley Advisor Group’s Trade Desk TTD Stock Holding History

Great Valley Advisor 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
Q1 		– Sell
-6,290
Closed -$238K – 1042
2025
Q4 		$238K Sell
6,290
-43
-0.7% -$1.91K ﹤0.01% 839
2025
Q3 		$311K Sell
6,333
-966
-13% -$61.3K 0.01% 764
2025
Q2 		$525K Sell
7,299
-492
-6% -$31.4K 0.01% 596
2025
Q1 		$426K Buy
7,791
+1,118
+17% +$101K 0.01% 635
2024
Q4 		$784K Sell
6,673
-74
-1% -$9.16K 0.02% 491
2024
Q3 		$740K Sell
6,747
-210
-3% -$21K 0.02% 480
2024
Q2 		$679K Sell
6,957
-104
-1% -$9.38K 0.02% 460
2024
Q1 		$617K Buy
7,061
+2,225
+46% +$169K 0.02% 450
2023
Q4 		$348K Sell
4,836
-993
-17% -$73K 0.01% 542
2023
Q3 		$456K Sell
5,829
-308
-5% -$24.9K 0.02% 457
2023
Q2 		$474K Buy
6,137
+338
+6% +$22.9K 0.02% 456
2023
Q1 		$353K Buy
5,799
+107
+2% +$5.7K 0.02% 502
2022
Q4 		$255K Hold
5,692
– – 0.01% 592
2022
Q3 		$340K Sell
5,692
-44
-0.8% -$2.5K 0.02% 506
2022
Q2 		$241K Buy
5,736
+451
+9% +$24.7K 0.01% 597
2022
Q1 		$395K Buy
5,285
+30
+0.6% +$2.17K 0.02% 437
2021
Q4 		$458K Buy
5,255
+260
+5% +$22.8K 0.03% 404
2021
Q3 		$351K Buy
4,995
+1,360
+37% +$105K 0.02% 427
2021
Q2 		$346K Sell
3,635
-975
-21% -$62.3K 0.03% 424
2021
Q1 		$301K Sell
4,610
-1,070
-19% -$82.7K 0.03% 405
2020
Q4 		$455K Buy
5,680
+70
+1% +$5.29K 0.05% 295
2020
Q3 		$294K Buy
+5,610
New +$256K 0.04% 334

Other funds holding TTD

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Great Valley Advisor Group's TTD Position: Q1 2026 in Review

Great Valley Advisor Group sold out of Trade Desk (TTD) in Q1 2026, closing a stake of 6,290 shares — an estimated $238K sold.

Great Valley Advisor Group first reported a position in TTD in Q3 2020 and held it in 22 quarters. The position peaked at $784K in Q4 2024. 772 funds tracked by Wall St. Rank hold TTD as of Q1 2026.

  • Great Valley Advisor Group reported no remaining Trade Desk position as of Q1 2026 after selling out during the quarter.
  • Great Valley Advisor Group sold 6,290 Trade Desk shares in Q1 2026, an estimated $238K.
  • Great Valley Advisor Group first reported a position in Trade Desk in Q3 2020 and held it in 22 quarters.
  • Great Valley Advisor Group's Trade Desk position peaked at $784K in Q4 2024.
  • 772 funds tracked by Wall St. Rank held Trade Desk as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.