Strategic Planning Inc’s Trade Desk TTD Stock Holding History

Strategic Planning Inc’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
2025 Q4	–	Sell	-5,240	Closed	-$257K	–	58
2025 Q3	$257K	Buy	+5,240	New	+$332K	0.15%	46

Other funds holding TTD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Strategic Planning Inc's TTD Position: Q4 2025 in Review

Strategic Planning Inc sold out of Trade Desk (TTD) in Q4 2025, closing a stake of 5,240 shares — an estimated $257K sold.

Strategic Planning Inc first reported a position in TTD in Q3 2025 and held it in 1 quarter. The position peaked at $257K in Q3 2025. 939 funds tracked by Wall St. Rank hold TTD as of Q4 2025.

Strategic Planning Inc reported no remaining Trade Desk position as of Q4 2025 after selling out during the quarter.
Strategic Planning Inc sold 5,240 Trade Desk shares in Q4 2025, an estimated $257K.
Strategic Planning Inc first reported a position in Trade Desk in Q3 2025 and held it in 1 quarter.
Strategic Planning Inc's Trade Desk position peaked at $257K in Q3 2025.
939 funds tracked by Wall St. Rank held Trade Desk as of Q4 2025.

Based on Strategic Planning Inc's 13F filing for Q4 2025, filed 18 Feb 2026.