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Forum Financial Management’s Telephone and Data Systems TDS Stock Holding History

Forum Financial Management’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 		– Sell
-5,423
Closed -$222K – 912
2025
Q4 		$222K Hold
5,423
– – ﹤0.01% 914
2025
Q3 		$213K Buy
+5,423
New +$209K ﹤0.01% 934
2025
Q2 		– Sell
-5,169
Closed -$200K – 984
2025
Q1 		$200K Buy
+5,169
New +$186K ﹤0.01% 827

Other funds holding TDS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TP
Third Point New York $4.68B AUM 37.3% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
CCM
Carronade Capital Management Darien, Connecticut $5.77B AUM 89.67% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Forum Financial Management's TDS Position: Q1 2026 in Review

Forum Financial Management sold out of Telephone and Data Systems (TDS) in Q1 2026, closing a stake of 5,423 shares — an estimated $222K sold.

Forum Financial Management first reported a position in TDS in Q1 2025 and held it in 3 quarters. The position peaked at $222K in Q4 2025. 356 funds tracked by Wall St. Rank hold TDS as of Q1 2026.

  • Forum Financial Management reported no remaining Telephone and Data Systems position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 5,423 Telephone and Data Systems shares in Q1 2026, an estimated $222K.
  • Forum Financial Management first reported a position in Telephone and Data Systems in Q1 2025 and held it in 3 quarters.
  • Forum Financial Management's Telephone and Data Systems position peaked at $222K in Q4 2025.
  • 356 funds tracked by Wall St. Rank held Telephone and Data Systems as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.