JWA
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JFS Wealth Advisors’s Teradata TDC Stock Holding History

JFS Wealth Advisors’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
Q2 		$3.4K Buy
98
+16
+20% +$487 ﹤0.01% 1438
2026
Q1 		$2.1K Sell
82
-12
-13% -$350 ﹤0.01% 1491
2025
Q4 		$2.86K Buy
94
+48
+104% +$1.26K ﹤0.01% 1434
2025
Q3 		$990 Buy
46
+17
+59% +$366 ﹤0.01% 1629
2025
Q2 		$647 Sell
29
-3
-9% -$65 ﹤0.01% 1651
2025
Q1 		$720 Sell
32
-8
-20% -$216 ﹤0.01% 1712
2024
Q4 		$1.25K Hold
40
– – ﹤0.01% 1632
2024
Q3 		$1.21K Sell
40
-351
-90% -$10.5K ﹤0.01% 1653
2024
Q2 		$13.5K Sell
391
-122
-24% -$4.26K ﹤0.01% 700
2024
Q1 		$19.8K Sell
513
-10
-2% -$422 ﹤0.01% 625
2023
Q4 		$22.8K Hold
523
– – ﹤0.01% 561
2023
Q3 		$23.5K Hold
523
– – ﹤0.01% 503
2023
Q2 		$27.9K Sell
523
-1
-0.2% -$45 ﹤0.01% 466
2023
Q1 		$21.1K Buy
524
+14
+3% +$520 ﹤0.01% 527
2022
Q4 		$17.2K Buy
510
+500
+5,000% +$16.1K ﹤0.01% 562
2022
Q3 		$0 Sell
10
-47
-82% -$1.64K ﹤0.01% 1923
2022
Q2 		$2K Buy
57
+1
+2% +$40 ﹤0.01% 1389
2022
Q1 		$3K Buy
56
+33
+143% +$1.51K ﹤0.01% 1322
2021
Q4 		$1K Buy
+23
New +$1.14K ﹤0.01% 1571
2019
Q4 		– Sell
-15
Closed – – 549
2019
Q3 		$0 Buy
+15
New +$506 ﹤0.01% 535
2015
Q3 		– Sell
-127
Closed -$5K – 565
2015
Q2 		$5K Hold
127
– – ﹤0.01% 411
2015
Q1 		$6K Hold
127
– – ﹤0.01% 405
2014
Q4 		$6K Buy
+127
New +$5.44K ﹤0.01% 425

Other funds holding TDC

CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
UWS
Unique Wealth Strategies Burr Ridge, Illinois $275M AUM 29.58% 1-Year Est. Return

JFS Wealth Advisors's TDC Position: Q2 2026 in Review

JFS Wealth Advisors increased its Teradata (TDC) stake by 20% in Q2 2026, buying an estimated $487 and bringing the position to 98 shares worth $3.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1438.

JFS Wealth Advisors first reported a position in TDC in Q4 2014 and has held it in 23 quarters since. The position peaked at $27.9K in Q2 2023. 46 funds tracked by Wall St. Rank hold TDC as of Q2 2026.

  • JFS Wealth Advisors held 98 shares of Teradata worth $3.4K as of Q2 2026.
  • JFS Wealth Advisors bought 16 Teradata shares in Q2 2026, an estimated $487.
  • Teradata made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1438 holding.
  • JFS Wealth Advisors first reported a position in Teradata in Q4 2014 and has held it in 23 quarters since.
  • JFS Wealth Advisors's Teradata position peaked at $27.9K in Q2 2023.
  • 46 funds tracked by Wall St. Rank held Teradata as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.