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Elevation Wealth Partners’s Teradata TDC Stock Holding History

Elevation Wealth Partners’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
Q3 		$56.5K Buy
1,959
+777
+66% +$23K 0.02% 358
2026
Q2 		$41K Buy
1,182
+1,010
+587% +$30.7K 0.01% 356
2026
Q1 		$4.41K Buy
+172
New +$5.02K ﹤0.01% 740

Other funds holding TDC

CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PC
Parrish Capital Kennesaw, Georgia $103M AUM 35.11% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
UWS
Unique Wealth Strategies Burr Ridge, Illinois $273M AUM 19.98% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
UIM
Unified Investment Management Atlanta, Georgia $114M AUM 22.27% 1-Year Est. Return

Elevation Wealth Partners's TDC Position: Q3 2026 in Review

Elevation Wealth Partners increased its Teradata (TDC) stake by 66% in Q3 2026, buying an estimated $23K and bringing the position to 1,959 shares worth $56.5K. The position accounts for 0.02% of the portfolio, ranked #358.

Elevation Wealth Partners first reported a position in TDC in Q1 2026 and has held it in 3 quarters since. 32 funds tracked by Wall St. Rank hold TDC as of Q3 2026.

  • Elevation Wealth Partners held 1,959 shares of Teradata worth $56.5K as of Q3 2026.
  • Elevation Wealth Partners bought 777 Teradata shares in Q3 2026, an estimated $23K.
  • Teradata made up 0.02% of Elevation Wealth Partners's portfolio in Q3 2026, its #358 holding.
  • Elevation Wealth Partners first reported a position in Teradata in Q1 2026 and has held it in 3 quarters since.
  • 32 funds tracked by Wall St. Rank held Teradata as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.