Integrated Wealth Concepts’s Telephone and Data Systems TDS Stock Holding History

Integrated Wealth Concepts’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	$511K	Buy	+13,810	New	+$582K	﹤0.01%	1763

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 $3.37T AUM 44.26% 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

Integrated Wealth Concepts's TDS Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Telephone and Data Systems (TDS) in Q2 2026: 13,810 shares worth $511K. The stake represents ﹤0.01% of the portfolio and ranks #1763 among its holdings.

349 funds tracked by Wall St. Rank hold TDS as of Q2 2026.

Integrated Wealth Concepts held 13,810 shares of Telephone and Data Systems worth $511K as of Q2 2026.
Telephone and Data Systems was a new Integrated Wealth Concepts position in Q2 2026.
Telephone and Data Systems made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1763 holding.
349 funds tracked by Wall St. Rank held Telephone and Data Systems as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.