LRI Investments’s Teradata TDC Stock Holding History

LRI Investments’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	$1.25K	Buy	36 +6	+20%	+$183	﹤0.01%	1328
2026 Q1	$769	Hold	30	–	–	﹤0.01%	1336
2025 Q4	$913	Sell	30 -63	-68%	-$1.65K	﹤0.01%	1269
2025 Q3	$2K	Hold	93	–	–	﹤0.01%	1202
2025 Q2	$2.08K	Hold	93	–	–	﹤0.01%	1165
2025 Q1	$2.09K	Hold	93	–	–	﹤0.01%	1104
2024 Q4	$2.9K	Buy	93 +30	+48%	+$939	﹤0.01%	1028
2024 Q3	$1.86K	Hold	63	–	–	﹤0.01%	1074
2024 Q2	$2.18K	Hold	63	–	–	﹤0.01%	1048
2024 Q1	$2.44K	Buy	+63	New	+$2.66K	﹤0.01%	726

Other funds holding TDC

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 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 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

LRI Investments's TDC Position: Q2 2026 in Review

LRI Investments increased its Teradata (TDC) stake by 20% in Q2 2026, buying an estimated $183 and bringing the position to 36 shares worth $1.25K. The position accounts for ﹤0.01% of the portfolio, ranked #1328.

LRI Investments first reported a position in TDC in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.9K in Q4 2024. 46 funds tracked by Wall St. Rank hold TDC as of Q2 2026.

LRI Investments held 36 shares of Teradata worth $1.25K as of Q2 2026.
LRI Investments bought 6 Teradata shares in Q2 2026, an estimated $183.
Teradata made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1328 holding.
LRI Investments first reported a position in Teradata in Q1 2024 and has held it in 10 quarters since.
LRI Investments's Teradata position peaked at $2.9K in Q4 2024.
46 funds tracked by Wall St. Rank held Teradata as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.