Holos Integrated Wealth
TDC icon

Holos Integrated Wealth’s Teradata TDC Stock Holding History

Holos Integrated Wealth’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 		$627 Hold
20
– – ﹤0.01% 370
2026
Q2 		$729 Hold
20
– – ﹤0.01% 356
2026
Q1 		$517 Hold
20
– – ﹤0.01% 383
2025
Q4 		$594 Hold
20
– – ﹤0.01% 292
2025
Q3 		$408 Hold
20
– – ﹤0.01% 291
2025
Q2 		$411 Hold
20
– – ﹤0.01% 295
2025
Q1 		$450 Hold
20
– – ﹤0.01% 300
2024
Q4 		$623 Buy
+20
New +$626 ﹤0.01% 294

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Robeco Institutional Asset Management
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Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Parrish Capital
Parrish Capital Kennesaw, Georgia $103M AUM 35.11% 1-Year Est. Return

Holos Integrated Wealth's TDC Position: Q3 2026 in Review

Holos Integrated Wealth held its Teradata (TDC) position steady in Q3 2026 at 20 shares worth $627. The position accounts for ﹤0.01% of the portfolio, ranked #370.

Holos Integrated Wealth first reported a position in TDC in Q4 2024 and has held it in 8 quarters since. The position peaked at $729 in Q2 2026. 77 funds tracked by Wall St. Rank hold TDC as of Q3 2026.

  • Holos Integrated Wealth held 20 shares of Teradata worth $627 as of Q3 2026.
  • Holos Integrated Wealth left its Teradata share count unchanged in Q3 2026.
  • Teradata made up ﹤0.01% of Holos Integrated Wealth's portfolio in Q3 2026, its #370 holding.
  • Holos Integrated Wealth first reported a position in Teradata in Q4 2024 and has held it in 8 quarters since.
  • Holos Integrated Wealth's Teradata position peaked at $729 in Q2 2026.
  • 77 funds tracked by Wall St. Rank held Teradata as of Q3 2026.

Based on Holos Integrated Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.