Impact Partnership Wealth’s Teradata TDC Stock Holding History

Impact Partnership 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 Q1	$643K	Buy	25,106 +8,657	+53%	+$253K	0.08%	164
2025 Q4	$501K	Buy	16,449 +1,585	+11%	+$41.5K	0.06%	189
2025 Q3	$320K	Buy	14,864 +4,653	+46%	+$100K	0.05%	230
2025 Q2	$228K	Buy	+10,211	New	+$222K	0.04%	257
2025 Q1	–	Sell	-7,189	Closed	-$224K	–	339
2024 Q4	$224K	Buy	+7,189	New	+$225K	0.05%	259
2024 Q2	–	Sell	-2,478	Closed	-$95.8K	–	628
2024 Q1	$95.8K	Buy	2,478 +745	+43%	+$31.4K	0.04%	262
2023 Q4	$75.4K	Sell	1,733 -539	-24%	-$24.2K	0.03%	284
2023 Q3	$102K	Buy	+2,272	New	+$111K	0.03%	317

Other funds holding TDC

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

Lynrock Lake LP Rye Brook, New York $1.46B AUM 17.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management

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