EWA
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EP Wealth Advisors’s Teradata TDC Stock Holding History

EP Wealth Advisors’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 		$434K Buy
+12,537
New +$381K ﹤0.01% 1095

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

EP Wealth Advisors's TDC Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in Teradata (TDC) in Q2 2026: 12,537 shares worth $434K. The stake represents ﹤0.01% of the portfolio and ranks #1095 among its holdings.

476 funds tracked by Wall St. Rank hold TDC as of Q2 2026.

  • EP Wealth Advisors held 12,537 shares of Teradata worth $434K as of Q2 2026.
  • Teradata was a new EP Wealth Advisors position in Q2 2026.
  • Teradata made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1095 holding.
  • 476 funds tracked by Wall St. Rank held Teradata as of Q2 2026.

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