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AE Wealth Management’s TTEC Holdings TTEC Stock Holding History

AE Wealth Management’s Portfolio TTEC Stock Details TTEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-27,553
Closed -$99.2K – 2707
2025
Q4 		$99.2K Buy
27,553
+614
+2% +$2.09K ﹤0.01% 1706
2025
Q3 		$90.5K Buy
26,939
+2,619
+11% +$10.7K ﹤0.01% 1594
2025
Q2 		$117K Sell
24,320
-1,728
-7% -$7.92K ﹤0.01% 1442
2025
Q1 		$85.7K Buy
26,048
+5,560
+27% +$20.5K ﹤0.01% 1479
2024
Q4 		$102K Buy
+20,488
New +$107K ﹤0.01% 1419

Other funds holding TTEC

Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JFGLC
Johnson Financial Group LLC (Colorado) Denver, Colorado $1.5B AUM 16.09% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

AE Wealth Management sold out of TTEC Holdings (TTEC) in Q1 2026, closing a stake of 27,553 shares — an estimated $99.2K sold.

AE Wealth Management first reported a position in TTEC in Q4 2024 and held it in 5 quarters. The position peaked at $117K in Q2 2025. 93 funds tracked by Wall St. Rank hold TTEC as of Q1 2026.

  • AE Wealth Management reported no remaining TTEC Holdings position as of Q1 2026 after selling out during the quarter.
  • AE Wealth Management sold 27,553 TTEC Holdings shares in Q1 2026, an estimated $99.2K.
  • AE Wealth Management first reported a position in TTEC Holdings in Q4 2024 and held it in 5 quarters.
  • AE Wealth Management's TTEC Holdings position peaked at $117K in Q2 2025.
  • 93 funds tracked by Wall St. Rank held TTEC Holdings as of Q1 2026.

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