Center for Financial Planning’s Teradata TDC Stock Holding History

Center for Financial Planning’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	$2.22K	Hold	64	–	–	﹤0.01%	584
2026 Q1	$1.64K	Sell	64 -88	-58%	-$2.57K	﹤0.01%	586
2025 Q4	$4.63K	Buy	152 +88	+138%	+$2.3K	﹤0.01%	561
2025 Q3	$1.38K	Hold	64	–	–	﹤0.01%	607
2025 Q2	$1.43K	Hold	64	–	–	﹤0.01%	585
2025 Q1	$1.44K	Hold	64	–	–	﹤0.01%	613
2024 Q4	$1.99K	Hold	64	–	–	﹤0.01%	540
2024 Q3	$1.94K	Hold	64	–	–	﹤0.01%	498
2024 Q2	$2.21K	Hold	64	–	–	﹤0.01%	495
2024 Q1	$2.48K	Hold	64	–	–	﹤0.01%	510
2023 Q4	$2.79K	Hold	64	–	–	﹤0.01%	453
2023 Q3	$2.88K	Hold	64	–	–	﹤0.01%	441
2023 Q2	$3.42K	Hold	64	–	–	﹤0.01%	470
2023 Q1	$2.58K	Hold	64	–	–	﹤0.01%	440
2022 Q4	$2.15K	Hold	64	–	–	﹤0.01%	458
2022 Q3	$2K	Hold	64	–	–	﹤0.01%	558
2022 Q2	$2K	Hold	64	–	–	﹤0.01%	481
2022 Q1	$3K	Hold	64	–	–	﹤0.01%	459
2021 Q4	$3K	Hold	64	–	–	﹤0.01%	464
2021 Q3	$4K	Hold	64	–	–	﹤0.01%	422
2021 Q2	$3K	Hold	64	–	–	﹤0.01%	444
2021 Q1	$2K	Hold	64	–	–	﹤0.01%	497
2020 Q4	$1K	Hold	64	–	–	﹤0.01%	457
2020 Q3	$1K	Hold	64	–	–	﹤0.01%	431
2020 Q2	$1K	Hold	64	–	–	﹤0.01%	436
2020 Q1	$1K	Sell	64 -176	-73%	-$4.05K	﹤0.01%	555
2019 Q4	$6K	Buy	+240	New	+$6.67K	﹤0.01%	355

Other funds holding TDC

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

LLL

Lynrock Lake LP Rye Brook, New York $1.58B AUM 20.25% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Center for Financial Planning's TDC Position: Q2 2026 in Review

Center for Financial Planning held its Teradata (TDC) position steady in Q2 2026 at 64 shares worth $2.22K. The position accounts for ﹤0.01% of the portfolio, ranked #584.

Center for Financial Planning first reported a position in TDC in Q4 2019 and has held it in 27 quarters since. The position peaked at $6K in Q4 2019. 478 funds tracked by Wall St. Rank hold TDC as of Q2 2026.

Center for Financial Planning held 64 shares of Teradata worth $2.22K as of Q2 2026.
Center for Financial Planning left its Teradata share count unchanged in Q2 2026.
Teradata made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #584 holding.
Center for Financial Planning first reported a position in Teradata in Q4 2019 and has held it in 27 quarters since.
Center for Financial Planning's Teradata position peaked at $6K in Q4 2019.
478 funds tracked by Wall St. Rank held Teradata as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.