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Crestwood Advisors Group’s Teradata TDC Stock Holding History

Crestwood Advisors Group’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 		$396K Buy
11,440
+2,681
+31% +$81.5K 0.01% 571
2026
Q1 		$224K Buy
+8,759
New +$256K ﹤0.01% 694
2017
Q2 		– Sell
-746
Closed -$22K – 392
2017
Q1 		$22K Buy
+746
New +$22.5K ﹤0.01% 366

Other funds holding TDC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
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
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Crestwood Advisors Group's TDC Position: Q2 2026 in Review

Crestwood Advisors Group increased its Teradata (TDC) stake by 31% in Q2 2026, buying an estimated $81.5K and bringing the position to 11,440 shares worth $396K. The position accounts for 0.01% of the portfolio, ranked #571.

Crestwood Advisors Group first reported a position in TDC in Q1 2017 and has held it in 3 quarters since. 478 funds tracked by Wall St. Rank hold TDC as of Q2 2026.

  • Crestwood Advisors Group held 11,440 shares of Teradata worth $396K as of Q2 2026.
  • Crestwood Advisors Group bought 2,681 Teradata shares in Q2 2026, an estimated $81.5K.
  • Teradata made up 0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #571 holding.
  • Crestwood Advisors Group first reported a position in Teradata in Q1 2017 and has held it in 3 quarters since.
  • 478 funds tracked by Wall St. Rank held Teradata as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.