Capstone Investment Advisors’s Telephone and Data Systems TDS Stock Holding History

Capstone Investment Advisors’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
2025 Q4	–	Sell	-6,042	Closed	-$237K	–	2039
2025 Q3	$237K	Buy	+6,042	New	+$233K	﹤0.01%	1746
2023 Q3	–	Sell	-37,815	Closed	-$311K	–	2290
2023 Q2	$311K	Buy	+37,815	New	+$321K	﹤0.01%	1373
2017 Q4	–	Sell	-9,455	Closed	-$263K	–	653
2017 Q3	$263K	Buy	+9,455	New	+$267K	0.01%	423
2017 Q2	–	Sell	-33,587	Closed	-$890K	–	917
2017 Q1	$890K	Buy	+33,587	New	+$961K	0.02%	456
2016 Q4	–	Sell	-26,600	Closed	-$722K	–	1102
2016 Q3	$722K	Buy	+26,600	New	+$776K	0.02%	445
2016 Q1	–	Sell	-19,673	Closed	-$509K	–	764
2015 Q4	$509K	Buy	+19,673	New	+$537K	0.01%	339

Other funds holding TDS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

CCM

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Capstone Investment Advisors's TDS Position: Q4 2025 in Review

Capstone Investment Advisors sold out of Telephone and Data Systems (TDS) in Q4 2025, closing a stake of 6,042 shares — an estimated $237K sold.

Capstone Investment Advisors first reported a position in TDS in Q4 2015 and held it in 6 quarters. The position peaked at $890K in Q1 2017. 343 funds tracked by Wall St. Rank hold TDS as of Q4 2025.

Capstone Investment Advisors reported no remaining Telephone and Data Systems position as of Q4 2025 after selling out during the quarter.
Capstone Investment Advisors sold 6,042 Telephone and Data Systems shares in Q4 2025, an estimated $237K.
Capstone Investment Advisors first reported a position in Telephone and Data Systems in Q4 2015 and held it in 6 quarters.
Capstone Investment Advisors's Telephone and Data Systems position peaked at $890K in Q1 2017.
343 funds tracked by Wall St. Rank held Telephone and Data Systems as of Q4 2025.

Based on Capstone Investment Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.