AE Wealth Management’s Telephone and Data Systems TDS Stock Holding History

AE Wealth Management’s Portfolio TDS Stock Details TDS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$261K	Buy	+6,204	New	+$273K	﹤0.01%	1463
2021 Q4	–	Sell	-10,493	Closed	-$205K	–	1787
2021 Q3	$205K	Buy	10,493 +717	+7%	+$14.9K	﹤0.01%	1519
2021 Q2	$222K	Sell	9,776 -224	-2%	-$5.46K	﹤0.01%	1463
2021 Q1	$230K	Buy	+10,000	New	+$204K	﹤0.01%	1358

Other funds holding TDS

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

Third Point New York $2.08B AUM 27.04% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

CCM

Carronade Capital Management Darien, Connecticut $7.65B AUM 80.26% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

OCM

Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

AE Wealth Management's TDS Position: Q1 2026 in Review

AE Wealth Management opened a new position in Telephone and Data Systems (TDS) in Q1 2026: 6,204 shares worth $261K. The stake represents ﹤0.01% of the portfolio and ranks #1463 among its holdings. This is a return to the name: AE Wealth Management previously reported a position in TDS as recently as Q3 2021.

AE Wealth Management first reported a position in TDS in Q1 2021 and has held it in 4 quarters since. 354 funds tracked by Wall St. Rank hold TDS as of Q1 2026.

AE Wealth Management held 6,204 shares of Telephone and Data Systems worth $261K as of Q1 2026.
Telephone and Data Systems was a new AE Wealth Management position in Q1 2026.
Telephone and Data Systems made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1463 holding.
AE Wealth Management first reported a position in Telephone and Data Systems in Q1 2021 and has held it in 4 quarters since.
354 funds tracked by Wall St. Rank held Telephone and Data Systems as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.