Corient Private Wealth
TDS icon

Corient Private Wealth’s Telephone and Data Systems TDS Stock Holding History

Corient Private Wealth’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 		$304K Sell
8,225
-6,863
-45% -$289K ﹤0.01% 2558
2026
Q1 		$635K Buy
15,088
+55
+0.4% +$2.42K ﹤0.01% 1904
2025
Q4 		$616K Sell
15,033
-211
-1% -$8.22K ﹤0.01% 1760
2025
Q3 		$598K Buy
15,244
+2,525
+20% +$97.2K ﹤0.01% 1700
2025
Q2 		$453K Sell
12,719
-383
-3% -$13.4K ﹤0.01% 1756
2025
Q1 		$508K Sell
13,102
-1,690
-11% -$60.9K ﹤0.01% 1592
2024
Q4 		$505K Sell
14,792
-2,339
-14% -$71.2K ﹤0.01% 1612
2024
Q3 		$398K Sell
17,131
-713
-4% -$15.5K ﹤0.01% 1870
2024
Q2 		$370K Buy
17,844
+766
+4% +$13.8K ﹤0.01% 1797
2024
Q1 		$274K Sell
17,078
-69
-0.4% -$1.18K ﹤0.01% 1939
2023
Q4 		$315K Sell
17,147
-514
-3% -$9.49K ﹤0.01% 1841
2023
Q3 		$323K Buy
+17,661
New +$255K ﹤0.01% 1720

Other funds holding TDS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
TP
Third Point New York $4.68B AUM 37.3% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
CCM
Carronade Capital Management Darien, Connecticut $5.77B AUM 89.67% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Corient Private Wealth's TDS Position: Q2 2026 in Review

Corient Private Wealth reduced its Telephone and Data Systems (TDS) stake by 45% in Q2 2026, selling an estimated $289K and leaving 8,225 shares worth $304K. The position accounts for ﹤0.01% of the portfolio, ranked #2558.

Corient Private Wealth first reported a position in TDS in Q3 2023 and has held it in 12 quarters since. The position peaked at $635K in Q1 2026. 351 funds tracked by Wall St. Rank hold TDS as of Q2 2026.

  • Corient Private Wealth held 8,225 shares of Telephone and Data Systems worth $304K as of Q2 2026.
  • Corient Private Wealth sold 6,863 Telephone and Data Systems shares in Q2 2026, an estimated $289K.
  • Telephone and Data Systems made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2558 holding.
  • Corient Private Wealth first reported a position in Telephone and Data Systems in Q3 2023 and has held it in 12 quarters since.
  • Corient Private Wealth's Telephone and Data Systems position peaked at $635K in Q1 2026.
  • 351 funds tracked by Wall St. Rank held Telephone and Data Systems as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.