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Beacon Investment Advisory Services’s Teradata TDC Stock Holding History

Beacon Investment Advisory Services’s Portfolio TDC Stock Details TDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.54K Hold
88
– – ﹤0.01% 726
2026
Q2 		$3.05K Hold
88
– – ﹤0.01% 727
2026
Q1 		$2.26K Buy
+88
New +$2.57K ﹤0.01% 731

Other funds holding TDC

CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PC
Parrish Capital Kennesaw, Georgia $103M AUM 35.11% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
UWS
Unique Wealth Strategies Burr Ridge, Illinois $273M AUM 19.98% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
UIM
Unified Investment Management Atlanta, Georgia $114M AUM 22.27% 1-Year Est. Return

Beacon Investment Advisory Services's TDC Position: Q3 2026 in Review

Beacon Investment Advisory Services held its Teradata (TDC) position steady in Q3 2026 at 88 shares worth $2.54K. The position accounts for ﹤0.01% of the portfolio, ranked #726.

Beacon Investment Advisory Services first reported a position in TDC in Q1 2026 and has held it in 3 quarters since. The position peaked at $3.05K in Q2 2026. 31 funds tracked by Wall St. Rank hold TDC as of Q3 2026.

  • Beacon Investment Advisory Services held 88 shares of Teradata worth $2.54K as of Q3 2026.
  • Beacon Investment Advisory Services left its Teradata share count unchanged in Q3 2026.
  • Teradata made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q3 2026, its #726 holding.
  • Beacon Investment Advisory Services first reported a position in Teradata in Q1 2026 and has held it in 3 quarters since.
  • Beacon Investment Advisory Services's Teradata position peaked at $3.05K in Q2 2026.
  • 31 funds tracked by Wall St. Rank held Teradata as of Q3 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.