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GoalVest Advisory’s Teradata TDC Stock Holding History

GoalVest Advisory’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 		$9.72K Buy
+337
New +$9.97K ﹤0.01% 453

Other funds holding TDC

CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
PC
Parrish Capital Kennesaw, Georgia $103M AUM 35.11% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return
PFP
Polaris Financial Partners Westerville, Ohio $223M AUM
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM

GoalVest Advisory's TDC Position: Q3 2026 in Review

GoalVest Advisory opened a new position in Teradata (TDC) in Q3 2026: 337 shares worth $9.72K. The stake represents ﹤0.01% of the portfolio and ranks #453 among its holdings.

8 funds tracked by Wall St. Rank hold TDC as of Q3 2026.

  • GoalVest Advisory held 337 shares of Teradata worth $9.72K as of Q3 2026.
  • Teradata was a new GoalVest Advisory position in Q3 2026.
  • Teradata made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #453 holding.
  • 8 funds tracked by Wall St. Rank held Teradata as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.