Bartlett & Co Wealth Management’s Telephone and Data Systems TDS Stock Holding History

Bartlett & Co 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	$238K	Sell	5,290 -1,064	-17%	-$46.8K	﹤0.01%	430
2025 Q4	$261K	Hold	6,354	–	–	﹤0.01%	421
2025 Q3	$249K	Hold	6,354	–	–	﹤0.01%	422
2025 Q2	$226K	Hold	6,354	–	–	﹤0.01%	427
2025 Q1	$246K	Hold	6,354	–	–	﹤0.01%	422
2024 Q4	$217K	Hold	6,354	–	–	﹤0.01%	430
2024 Q3	$148K	Hold	6,354	–	–	﹤0.01%	490
2024 Q2	$132K	Hold	6,354	–	–	﹤0.01%	498
2024 Q1	$102K	Hold	6,354	–	–	﹤0.01%	549
2023 Q4	$119K	Hold	6,354	–	–	﹤0.01%	552
2023 Q3	$116K	Hold	6,354	–	–	﹤0.01%	518
2023 Q2	$52.3K	Sell	6,354 -521	-8%	-$4.42K	﹤0.01%	657
2023 Q1	$72.3K	Hold	6,875	–	–	﹤0.01%	510
2022 Q4	$72.1K	Hold	6,875	–	–	﹤0.01%	521
2022 Q3	$95.6K	Hold	6,875	–	–	﹤0.01%	465
2022 Q2	$109K	Hold	6,875	–	–	﹤0.01%	453
2022 Q1	$130K	Buy	+6,875	New	+$133K	﹤0.01%	440
2021 Q4	–	Sell	-6,875	Closed	-$134K	–	836
2021 Q3	$134K	Hold	6,875	–	–	﹤0.01%	377
2021 Q2	$156K	Hold	6,875	–	–	﹤0.01%	349
2021 Q1	$158K	Hold	6,875	–	–	﹤0.01%	347
2020 Q4	$128K	Hold	6,875	–	–	﹤0.01%	377
2020 Q3	$127K	Hold	6,875	–	–	﹤0.01%	355
2020 Q2	$137K	Hold	6,875	–	–	﹤0.01%	351
2020 Q1	$115K	Hold	6,875	–	–	﹤0.01%	349
2019 Q4	$175K	Hold	6,875	–	–	﹤0.01%	350
2019 Q3	$177K	Hold	6,875	–	–	﹤0.01%	339
2019 Q2	$209K	Hold	6,875	–	–	0.01%	254
2019 Q1	$211K	Sell	6,875 -280	-4%	-$9.53K	0.01%	248
2018 Q4	$233K	Hold	7,155	–	–	0.01%	240
2018 Q3	$218K	Hold	7,155	–	–	0.01%	251
2018 Q2	$196K	Hold	7,155	–	–	0.01%	255
2018 Q1	$201K	Buy	+7,155	New	+$194K	0.01%	254

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

Bartlett & Co Wealth Management's TDS Position: Q1 2026 in Review

Bartlett & Co Wealth Management reduced its Telephone and Data Systems (TDS) stake by 17% in Q1 2026, selling an estimated $46.8K and leaving 5,290 shares worth $238K. The position accounts for ﹤0.01% of the portfolio, ranked #430.

Bartlett & Co Wealth Management first reported a position in TDS in Q1 2018 and has held it in 32 quarters since. The position peaked at $261K in Q4 2025. 354 funds tracked by Wall St. Rank hold TDS as of Q1 2026.

Bartlett & Co Wealth Management held 5,290 shares of Telephone and Data Systems worth $238K as of Q1 2026.
Bartlett & Co Wealth Management sold 1,064 Telephone and Data Systems shares in Q1 2026, an estimated $46.8K.
Telephone and Data Systems made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #430 holding.
Bartlett & Co Wealth Management first reported a position in Telephone and Data Systems in Q1 2018 and has held it in 32 quarters since.
Bartlett & Co Wealth Management's Telephone and Data Systems position peaked at $261K in Q4 2025.
354 funds tracked by Wall St. Rank held Telephone and Data Systems as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.