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JPL Wealth Management’s Telephone and Data Systems TDS Stock Holding History

JPL 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 		$32.8K Buy
+780
New +$34.3K 0.01% 311
2025
Q4 		– Sell
-840
Closed -$33K – 1011
2025
Q3 		$33K Buy
+840
New +$32.3K 0.01% 307

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

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

JPL Wealth Management opened a new position in Telephone and Data Systems (TDS) in Q1 2026: 780 shares worth $32.8K. The stake represents 0.01% of the portfolio and ranks #311 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in TDS as recently as Q3 2025.

JPL Wealth Management first reported a position in TDS in Q3 2025 and has held it in 2 quarters since. The position peaked at $33K in Q3 2025. 354 funds tracked by Wall St. Rank hold TDS as of Q1 2026.

  • JPL Wealth Management held 780 shares of Telephone and Data Systems worth $32.8K as of Q1 2026.
  • Telephone and Data Systems was a new JPL Wealth Management position in Q1 2026.
  • Telephone and Data Systems made up 0.01% of JPL Wealth Management's portfolio in Q1 2026, its #311 holding.
  • JPL Wealth Management first reported a position in Telephone and Data Systems in Q3 2025 and has held it in 2 quarters since.
  • JPL Wealth Management's Telephone and Data Systems position peaked at $33K in Q3 2025.
  • 354 funds tracked by Wall St. Rank held Telephone and Data Systems as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.