Congress Asset Management’s Telephone and Data Systems TDS Stock Holding History

Congress Asset 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 Q2	$13M	Buy	352,497 +74,173	+27%	+$3.13M	0.08%	195
2026 Q1	$11.7M	Buy	278,324 +50,209	+22%	+$2.21M	0.08%	194
2025 Q4	$9.35M	Buy	228,115 +8,224	+4%	+$320K	0.07%	196
2025 Q3	$8.63M	Buy	219,891 +2,768	+1%	+$107K	0.06%	196
2025 Q2	$7.73M	Sell	217,123 -76	-0%	-$2.67K	0.05%	202
2025 Q1	$8.41M	Buy	217,199 +2,398	+1%	+$86.4K	0.06%	195
2024 Q4	$7.33M	Buy	214,801 +28,671	+15%	+$872K	0.05%	208
2024 Q3	$4.33M	Sell	186,130 -2,375	-1%	-$51.7K	0.03%	233
2024 Q2	$3.91M	Buy	188,505 +56,072	+42%	+$1.01M	0.03%	239
2024 Q1	$2.12M	Sell	132,433 -53,214	-29%	-$908K	0.02%	274
2023 Q4	$3.41M	Sell	185,647 -40,792	-18%	-$753K	0.03%	261
2023 Q3	$4.15M	Sell	226,439 -202,060	-47%	-$2.92M	0.04%	232
2023 Q2	$3.53M	Buy	428,499 +5,426	+1%	+$46K	0.03%	247
2023 Q1	$4.45M	Buy	423,073 +42,286	+11%	+$493K	0.04%	228
2022 Q4	$3.99M	Buy	380,787 +3,933	+1%	+$48.7K	0.04%	230
2022 Q3	$5.24M	Sell	376,854 -4,161	-1%	-$66.1K	0.06%	202
2022 Q2	$6.02M	Sell	381,015 -3,275	-0.9%	-$58.5K	0.06%	202
2022 Q1	$7.25M	Buy	384,290 +21,430	+6%	+$415K	0.06%	198
2021 Q4	$7.31M	Buy	362,860 +110	+0%	+$2.15K	0.06%	199
2021 Q3	$7.07M	Buy	362,750 +167,795	+86%	+$3.48M	0.06%	194
2021 Q2	$4.42M	Buy	194,955 +16,812	+9%	+$410K	0.04%	222
2021 Q1	$4.09M	Buy	178,143 +64,760	+57%	+$1.32M	0.04%	221
2020 Q4	$2.11M	Sell	113,383 -2,525	-2%	-$46.4K	0.02%	238
2020 Q3	$2.14M	Buy	115,908 +68,715	+146%	+$1.45M	0.02%	227
2020 Q2	$938K	Buy	47,193 +1,285	+3%	+$24.6K	0.01%	264
2020 Q1	$769K	Sell	45,908 -180	-0.4%	-$3.91K	0.01%	266
2019 Q4	$1.17M	Sell	46,088 -12,780	-22%	-$313K	0.01%	274
2019 Q3	$1.52M	Sell	58,868 -5,920	-9%	-$165K	0.02%	269
2019 Q2	$1.97M	Buy	64,788 +40,975	+172%	+$1.28M	0.03%	270
2019 Q1	$732K	Sell	23,813 -340	-1%	-$11.6K	0.01%	305
2018 Q4	$786K	Buy	24,153 +50	+0.2%	+$1.66K	0.01%	310
2018 Q3	$733K	Buy	24,103 +2,495	+12%	+$71.2K	0.01%	324
2018 Q2	$592K	Hold	21,608	–	–	0.01%	329
2018 Q1	$606K	Buy	21,608 +308	+1%	+$8.37K	0.01%	336
2017 Q4	$592K	Buy	+21,300	New	+$585K	0.01%	338

Other funds holding TDS

Cooper Investors Melbourne, Victoria, Australia $218M AUM 0.39% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

AIM

Alhambra Investment Management Palmetto Bay, Florida $229M AUM 24.08% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

MAM

Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

CPBTD

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Congress Asset Management's TDS Position: Q2 2026 in Review

Congress Asset Management increased its Telephone and Data Systems (TDS) stake by 27% in Q2 2026, buying an estimated $3.13M and bringing the position to 352,497 shares worth $13M. The position accounts for 0.08% of the portfolio, ranked #195.

Congress Asset Management first reported a position in TDS in Q4 2017 and has held it in 35 quarters since. 30 funds tracked by Wall St. Rank hold TDS as of Q2 2026.

Congress Asset Management held 352,497 shares of Telephone and Data Systems worth $13M as of Q2 2026.
Congress Asset Management bought 74,173 Telephone and Data Systems shares in Q2 2026, an estimated $3.13M.
Telephone and Data Systems made up 0.08% of Congress Asset Management's portfolio in Q2 2026, its #195 holding.
Congress Asset Management first reported a position in Telephone and Data Systems in Q4 2017 and has held it in 35 quarters since.
30 funds tracked by Wall St. Rank held Telephone and Data Systems as of Q2 2026.

Based on Congress Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.