HB Wealth Management’s Telephone and Data Systems TDS Stock Holding History

HB Wealth 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 Q2	$224K	Buy	6,050 +168	+3%	+$7.08K	﹤0.01%	1538
2026 Q1	$248K	Sell	5,882 -1	-0%	-$44	﹤0.01%	1329
2025 Q4	$241K	Buy	5,883 +194	+3%	+$7.56K	﹤0.01%	1252
2025 Q3	$223K	Buy	+5,689	New	+$219K	﹤0.01%	1221
2025 Q2	–	Sell	-5,579	Closed	-$216K	–	1292
2025 Q1	$216K	Buy	+5,579	New	+$201K	﹤0.01%	1112

Other funds holding TDS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Third Point New York $4.68B AUM 37.3% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

CCM

Carronade Capital Management Darien, Connecticut $5.77B AUM 89.67% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

HB Wealth Management's TDS Position: Q2 2026 in Review

HB Wealth Management increased its Telephone and Data Systems (TDS) stake by 2.9% in Q2 2026, buying an estimated $7.08K and bringing the position to 6,050 shares worth $224K. The position accounts for ﹤0.01% of the portfolio, ranked #1538.

HB Wealth Management first reported a position in TDS in Q1 2025 and has held it in 5 quarters since. The position peaked at $248K in Q1 2026. 351 funds tracked by Wall St. Rank hold TDS as of Q2 2026.

HB Wealth Management held 6,050 shares of Telephone and Data Systems worth $224K as of Q2 2026.
HB Wealth Management bought 168 Telephone and Data Systems shares in Q2 2026, an estimated $7.08K.
Telephone and Data Systems made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1538 holding.
HB Wealth Management first reported a position in Telephone and Data Systems in Q1 2025 and has held it in 5 quarters since.
HB Wealth Management's Telephone and Data Systems position peaked at $248K in Q1 2026.
351 funds tracked by Wall St. Rank held Telephone and Data Systems as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.