Creative Planning
TDS icon

Creative Planning’s Telephone and Data Systems TDS Stock Holding History

Creative Planning’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 		$1.1M Buy
26,134
+5,974
+30% +$263K ﹤0.01% 2377
2025
Q4 		$827K Sell
20,160
-2,501
-11% -$97.4K ﹤0.01% 2439
2025
Q3 		$889K Buy
22,661
+5,556
+32% +$214K ﹤0.01% 2211
2025
Q2 		$609K Buy
17,105
+2,044
+14% +$71.7K ﹤0.01% 2282
2025
Q1 		$583K Buy
15,061
+198
+1% +$7.13K ﹤0.01% 2146
2024
Q4 		$507K Buy
14,863
+1,562
+12% +$47.5K ﹤0.01% 2209
2024
Q3 		$309K Buy
13,301
+997
+8% +$21.7K ﹤0.01% 2496
2024
Q2 		$255K Buy
+12,304
New +$222K ﹤0.01% 2495
2024
Q1 		– Sell
-12,111
Closed -$222K – 3002
2023
Q4 		$222K Buy
12,111
+1,043
+9% +$19.3K ﹤0.01% 2333
2023
Q3 		$203K Buy
11,068
+908
+9% +$13.1K ﹤0.01% 2232
2023
Q2 		$83.6K Buy
+10,160
New +$86.2K ﹤0.01% 2378
2017
Q3 		– Sell
-419
Closed -$12K – 3523
2017
Q2 		$12K Buy
419
+22
+6% +$605 ﹤0.01% 3530
2017
Q1 		$11K Sell
397
-72
-15% -$2.06K ﹤0.01% 3540
2016
Q4 		$14K Buy
469
+70
+18% +$1.91K ﹤0.01% 3330
2016
Q3 		$11K Buy
399
+99
+33% +$2.89K ﹤0.01% 3466
2016
Q2 		$9K Buy
+300
New +$8.63K ﹤0.01% 3328
2015
Q2 		– Sell
-2
Closed – – 2816
2015
Q1 		$0 Sell
2
-282
-99% -$7.05K ﹤0.01% 4400
2014
Q4 		$7K Sell
284
-135
-32% -$3.32K ﹤0.01% 3334
2014
Q3 		$10K Buy
419
+291
+227% +$7.38K ﹤0.01% 2951
2014
Q2 		$3K Buy
128
+126
+6,300% +$3.34K ﹤0.01% 3422
2014
Q1 		$0 Hold
2
– – ﹤0.01% 3749
2013
Q4 		$0 Hold
2
– – ﹤0.01% 3465
2013
Q3 		$0 Sell
2
-31
-94% -$852 ﹤0.01% 3348
2013
Q2 		$1K Buy
+33
New +$744 ﹤0.01% 2977

Other funds holding TDS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
Dimensional Fund Advisors
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Creative Planning's TDS Position: Q1 2026 in Review

Creative Planning increased its Telephone and Data Systems (TDS) stake by 30% in Q1 2026, buying an estimated $263K and bringing the position to 26,134 shares worth $1.1M. The position accounts for ﹤0.01% of the portfolio, ranked #2377.

Creative Planning first reported a position in TDS in Q2 2013 and has held it in 24 quarters since. 354 funds tracked by Wall St. Rank hold TDS as of Q1 2026.

  • Creative Planning held 26,134 shares of Telephone and Data Systems worth $1.1M as of Q1 2026.
  • Creative Planning bought 5,974 Telephone and Data Systems shares in Q1 2026, an estimated $263K.
  • Telephone and Data Systems made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2377 holding.
  • Creative Planning first reported a position in Telephone and Data Systems in Q2 2013 and has held it in 24 quarters since.
  • 354 funds tracked by Wall St. Rank held Telephone and Data Systems as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.