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Essential Partners’s Teradata TDC Stock Holding History

Essential 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 		$24.4K Sell
847
-1,328
-61% -$39.3K 0.01% 843
2026
Q2 		$75.4K Buy
2,175
+1,249
+135% +$38K 0.03% 497
2026
Q1 		$23.7K Sell
926
-351
-27% -$10.2K 0.01% 861
2025
Q4 		$38.9K Sell
1,277
-1,362
-52% -$35.6K 0.01% 678
2025
Q3 		$56.8K Buy
2,639
+142
+6% +$3.06K 0.02% 569
2025
Q2 		$55.7K Buy
+2,497
New +$54.3K 0.02% 451

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

Essential Partners's TDC Position: Q3 2026 in Review

Essential Partners reduced its Teradata (TDC) stake by 61% in Q3 2026, selling an estimated $39.3K and leaving 847 shares worth $24.4K. The position accounts for 0.01% of the portfolio, ranked #843.

Essential Partners first reported a position in TDC in Q2 2025 and has held it in 6 quarters since. The position peaked at $75.4K in Q2 2026. 32 funds tracked by Wall St. Rank hold TDC as of Q3 2026.

  • Essential Partners held 847 shares of Teradata worth $24.4K as of Q3 2026.
  • Essential Partners sold 1,328 Teradata shares in Q3 2026, an estimated $39.3K.
  • Teradata made up 0.01% of Essential Partners's portfolio in Q3 2026, its #843 holding.
  • Essential Partners first reported a position in Teradata in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Teradata position peaked at $75.4K in Q2 2026.
  • 32 funds tracked by Wall St. Rank held Teradata as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.