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Cassaday & Co Wealth Management’s Teradata TDC Stock Holding History

Cassaday & Co Wealth Management’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
Q2 		$832 Hold
24
– – ﹤0.01% 1091
2026
Q1 		$616 Buy
+24
New +$701 ﹤0.01% 1173

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LLL
Lynrock Lake LP Rye Brook, New York $1.58B AUM 20.25% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cassaday & Co Wealth Management's TDC Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its Teradata (TDC) position steady in Q2 2026 at 24 shares worth $832. The position accounts for ﹤0.01% of the portfolio, ranked #1091.

Cassaday & Co Wealth Management first reported a position in TDC in Q1 2026 and has held it in 2 quarters since. 478 funds tracked by Wall St. Rank hold TDC as of Q2 2026.

  • Cassaday & Co Wealth Management held 24 shares of Teradata worth $832 as of Q2 2026.
  • Cassaday & Co Wealth Management left its Teradata share count unchanged in Q2 2026.
  • Teradata made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #1091 holding.
  • Cassaday & Co Wealth Management first reported a position in Teradata in Q1 2026 and has held it in 2 quarters since.
  • 478 funds tracked by Wall St. Rank held Teradata as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.