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 Q1	$635K	Sell	15,088 -14,978	-50%	-$659K	﹤0.01%	1904
2025 Q4	$1.23M	Buy	30,066 +14,822	+97%	+$577K	﹤0.01%	1776
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 New York $5.72T AUM 30.48% 1-Year Est. Return

Third Point New York $2.08B AUM 27.04% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

CCM

Carronade Capital Management Darien, Connecticut $7.65B AUM 80.26% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

OCM

Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Corient Private Wealth's TDS Position: Q1 2026 in Review

Corient Private Wealth reduced its Telephone and Data Systems (TDS) stake by 50% in Q1 2026, selling an estimated $659K and leaving 15,088 shares worth $635K. The position accounts for ﹤0.01% of the portfolio, ranked #1904.

Corient Private Wealth first reported a position in TDS in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.23M in Q4 2025. 354 funds tracked by Wall St. Rank hold TDS as of Q1 2026.

Corient Private Wealth held 15,088 shares of Telephone and Data Systems worth $635K as of Q1 2026.
Corient Private Wealth sold 14,978 Telephone and Data Systems shares in Q1 2026, an estimated $659K.
Telephone and Data Systems made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #1904 holding.
Corient Private Wealth first reported a position in Telephone and Data Systems in Q3 2023 and has held it in 11 quarters since.
Corient Private Wealth's Telephone and Data Systems position peaked at $1.23M in Q4 2025.
354 funds tracked by Wall St. Rank held Telephone and Data Systems as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.