Kestra Advisory Services’s Teradata TDC Stock Holding History

Kestra Advisory Services’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	$218K	Buy	+6,299	New	+$192K	﹤0.01%	3046
2026 Q1	–	Sell	-7,250	Closed	-$221K	–	4282
2025 Q4	$221K	Buy	+7,250	New	+$190K	﹤0.01%	2805
2025 Q2	–	Sell	-4,678	Closed	-$105K	–	2980
2025 Q1	$105K	Buy	+4,678	New	+$127K	﹤0.01%	2585
2024 Q2	–	Sell	-10,551	Closed	-$408K	–	2685
2024 Q1	$408K	Buy	+10,551	New	+$445K	﹤0.01%	1796
2022 Q2	–	Sell	-4,345	Closed	-$214K	–	2240
2022 Q1	$214K	Buy	+4,345	New	+$199K	﹤0.01%	1805
2021 Q4	–	Sell	-4,155	Closed	-$238K	–	2180
2021 Q3	$238K	Buy	+4,155	New	+$214K	﹤0.01%	1860

Other funds holding TDC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

LLL

Lynrock Lake LP Rye Brook, New York $1.58B AUM 20.25% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Kestra Advisory Services's TDC Position: Q2 2026 in Review

Kestra Advisory Services opened a new position in Teradata (TDC) in Q2 2026: 6,299 shares worth $218K. The stake represents ﹤0.01% of the portfolio and ranks #3046 among its holdings. This is a return to the name: Kestra Advisory Services previously reported a position in TDC as recently as Q4 2025.

Kestra Advisory Services first reported a position in TDC in Q3 2021 and has held it in 6 quarters since. The position peaked at $408K in Q1 2024. 479 funds tracked by Wall St. Rank hold TDC as of Q2 2026.

Kestra Advisory Services held 6,299 shares of Teradata worth $218K as of Q2 2026.
Teradata was a new Kestra Advisory Services position in Q2 2026.
Teradata made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #3046 holding.
Kestra Advisory Services first reported a position in Teradata in Q3 2021 and has held it in 6 quarters since.
Kestra Advisory Services's Teradata position peaked at $408K in Q1 2024.
479 funds tracked by Wall St. Rank held Teradata as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.