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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
Dimensional Fund Advisors
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

HB Wealth Management's TDS Position: Q1 2026 in Review

HB Wealth Management reduced its Telephone and Data Systems (TDS) stake by 0.02% in Q1 2026, selling an estimated $44 and leaving 5,882 shares worth $248K. The position accounts for ﹤0.01% of the portfolio, ranked #1329.

HB Wealth Management first reported a position in TDS in Q1 2025 and has held it in 4 quarters since. 354 funds tracked by Wall St. Rank hold TDS as of Q1 2026.

  • HB Wealth Management held 5,882 shares of Telephone and Data Systems worth $248K as of Q1 2026.
  • HB Wealth Management sold 1 Telephone and Data Systems share in Q1 2026, an estimated $44.
  • Telephone and Data Systems made up ﹤0.01% of HB Wealth Management's portfolio in Q1 2026, its #1329 holding.
  • HB Wealth Management first reported a position in Telephone and Data Systems in Q1 2025 and has held it in 4 quarters since.
  • 354 funds tracked by Wall St. Rank held Telephone and Data Systems as of Q1 2026.

Based on HB Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.