Greenleaf Trust’s Telephone and Data Systems TDS Stock Holding History

Greenleaf Trust’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	$233K	Buy	5,534 +32	+0.6%	+$1.41K	﹤0.01%	734
2025 Q4	$226K	Buy	5,502 +43	+0.8%	+$1.68K	﹤0.01%	758
2025 Q3	$214K	Buy	+5,459	New	+$210K	﹤0.01%	764
2025 Q2	–	Sell	-5,220	Closed	-$202K	–	842
2025 Q1	$202K	Buy	+5,220	New	+$188K	﹤0.01%	772
2021 Q4	–	Sell	-13,822	Closed	-$270K	–	776
2021 Q3	$270K	Sell	13,822 -5	-0%	-$104	﹤0.01%	607
2021 Q2	$313K	Hold	13,827	–	–	﹤0.01%	560
2021 Q1	$317K	Buy	13,827 +46	+0.3%	+$939	﹤0.01%	529
2020 Q4	$256K	Buy	+13,781	New	+$253K	﹤0.01%	508

Other funds holding TDS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Third Point New York $2.08B AUM 27.04% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

CCM

Carronade Capital Management Darien, Connecticut $7.65B AUM 80.26% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

OCM

Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Greenleaf Trust's TDS Position: Q1 2026 in Review

Greenleaf Trust increased its Telephone and Data Systems (TDS) stake by 0.58% in Q1 2026, buying an estimated $1.41K and bringing the position to 5,534 shares worth $233K. The position accounts for ﹤0.01% of the portfolio, ranked #734.

Greenleaf Trust first reported a position in TDS in Q4 2020 and has held it in 8 quarters since. The position peaked at $317K in Q1 2021. 354 funds tracked by Wall St. Rank hold TDS as of Q1 2026.

Greenleaf Trust held 5,534 shares of Telephone and Data Systems worth $233K as of Q1 2026.
Greenleaf Trust bought 32 Telephone and Data Systems shares in Q1 2026, an estimated $1.41K.
Telephone and Data Systems made up ﹤0.01% of Greenleaf Trust's portfolio in Q1 2026, its #734 holding.
Greenleaf Trust first reported a position in Telephone and Data Systems in Q4 2020 and has held it in 8 quarters since.
Greenleaf Trust's Telephone and Data Systems position peaked at $317K in Q1 2021.
354 funds tracked by Wall St. Rank held Telephone and Data Systems as of Q1 2026.

Based on Greenleaf Trust's 13F filing for Q1 2026, filed 27 Apr 2026.