PlanVest Financial’s Trade Desk TTD Stock Holding History

PlanVest Financial’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	$3.62K	Hold	200	–	–	﹤0.01%	482
2026 Q1	$4.54K	Buy	+200	New	+$5.77K	﹤0.01%	439

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

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

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

PlanVest Financial's TTD Position: Q2 2026 in Review

PlanVest Financial held its Trade Desk (TTD) position steady in Q2 2026 at 200 shares worth $3.62K. The position accounts for ﹤0.01% of the portfolio, ranked #482.

PlanVest Financial first reported a position in TTD in Q1 2026 and has held it in 2 quarters since. The position peaked at $4.54K in Q1 2026. 664 funds tracked by Wall St. Rank hold TTD as of Q2 2026.

PlanVest Financial held 200 shares of Trade Desk worth $3.62K as of Q2 2026.
PlanVest Financial left its Trade Desk share count unchanged in Q2 2026.
Trade Desk made up ﹤0.01% of PlanVest Financial's portfolio in Q2 2026, its #482 holding.
PlanVest Financial first reported a position in Trade Desk in Q1 2026 and has held it in 2 quarters since.
PlanVest Financial's Trade Desk position peaked at $4.54K in Q1 2026.
664 funds tracked by Wall St. Rank held Trade Desk as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.