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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
Q2 		$28.9K Hold
780
– – 0.01% 365
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 $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
TP
Third Point New York $4.68B AUM 37.3% 1-Year Est. Return
Vanguard Portfolio Management
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
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JPL Wealth Management's TDS Position: Q2 2026 in Review

JPL Wealth Management held its Telephone and Data Systems (TDS) position steady in Q2 2026 at 780 shares worth $28.9K. The position accounts for 0.01% of the portfolio, ranked #365.

JPL Wealth Management first reported a position in TDS in Q3 2025 and has held it in 3 quarters since. The position peaked at $33K in Q3 2025. 351 funds tracked by Wall St. Rank hold TDS as of Q2 2026.

  • JPL Wealth Management held 780 shares of Telephone and Data Systems worth $28.9K as of Q2 2026.
  • JPL Wealth Management left its Telephone and Data Systems share count unchanged in Q2 2026.
  • Telephone and Data Systems made up 0.01% of JPL Wealth Management's portfolio in Q2 2026, its #365 holding.
  • JPL Wealth Management first reported a position in Telephone and Data Systems in Q3 2025 and has held it in 3 quarters since.
  • JPL Wealth Management's Telephone and Data Systems position peaked at $33K in Q3 2025.
  • 351 funds tracked by Wall St. Rank held Telephone and Data Systems as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.