GWM
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Gilpin Wealth Management’s Teradata TDC Stock Holding History

Gilpin Wealth Management’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 		$318 Sell
11
-6
-35% -$178 ﹤0.01% 988
2026
Q2 		$590 Sell
17
-9
-35% -$274 ﹤0.01% 622
2026
Q1 		$667 Buy
26
+12
+86% +$350 ﹤0.01% 545
2025
Q4 		$427 Buy
+14
New +$366 ﹤0.01% 475

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

Gilpin Wealth Management's TDC Position: Q3 2026 in Review

Gilpin Wealth Management reduced its Teradata (TDC) stake by 35% in Q3 2026, selling an estimated $178 and leaving 11 shares worth $318. The position accounts for ﹤0.01% of the portfolio, ranked #988.

Gilpin Wealth Management first reported a position in TDC in Q4 2025 and has held it in 4 quarters since. The position peaked at $667 in Q1 2026. 34 funds tracked by Wall St. Rank hold TDC as of Q3 2026.

  • Gilpin Wealth Management held 11 shares of Teradata worth $318 as of Q3 2026.
  • Gilpin Wealth Management sold 6 Teradata shares in Q3 2026, an estimated $178.
  • Teradata made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #988 holding.
  • Gilpin Wealth Management first reported a position in Teradata in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's Teradata position peaked at $667 in Q1 2026.
  • 34 funds tracked by Wall St. Rank held Teradata as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.