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 Q2	$307K	Buy	8,296 +2,092	+34%	+$88.2K	﹤0.01%	1473
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 $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Third Point New York $4.68B AUM 37.3% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

CCM

Carronade Capital Management Darien, Connecticut $5.77B AUM 89.67% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AE Wealth Management's TDS Position: Q2 2026 in Review

AE Wealth Management increased its Telephone and Data Systems (TDS) stake by 34% in Q2 2026, buying an estimated $88.2K and bringing the position to 8,296 shares worth $307K. The position accounts for ﹤0.01% of the portfolio, ranked #1473.

AE Wealth Management first reported a position in TDS in Q1 2021 and has held it in 5 quarters since. 351 funds tracked by Wall St. Rank hold TDS as of Q2 2026.

AE Wealth Management held 8,296 shares of Telephone and Data Systems worth $307K as of Q2 2026.
AE Wealth Management bought 2,092 Telephone and Data Systems shares in Q2 2026, an estimated $88.2K.
Telephone and Data Systems made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1473 holding.
AE Wealth Management first reported a position in Telephone and Data Systems in Q1 2021 and has held it in 5 quarters since.
351 funds tracked by Wall St. Rank held Telephone and Data Systems as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.