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Net Worth Advisory Group’s Telephone and Data Systems TDS Stock Holding History

Net Worth Advisory Group’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
2025
Q4 		– Sell
-8,119
Closed -$319K – 471
2025
Q3 		$319K Sell
8,119
-432
-5% -$16.6K 0.09% 262
2025
Q2 		$304K Buy
+8,551
New +$300K 0.07% 303
2025
Q1 		– Sell
-7,607
Closed -$259K – 414
2024
Q4 		$259K Buy
+7,607
New +$231K 0.08% 289

Other funds holding TDS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TP
Third Point New York $4.68B AUM 37.3% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CCM
Carronade Capital Management Darien, Connecticut $5.77B AUM 89.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Net Worth Advisory Group's TDS Position: Q4 2025 in Review

Net Worth Advisory Group sold out of Telephone and Data Systems (TDS) in Q4 2025, closing a stake of 8,119 shares — an estimated $319K sold.

Net Worth Advisory Group first reported a position in TDS in Q4 2024 and held it in 3 quarters. The position peaked at $319K in Q3 2025. 343 funds tracked by Wall St. Rank hold TDS as of Q4 2025.

  • Net Worth Advisory Group reported no remaining Telephone and Data Systems position as of Q4 2025 after selling out during the quarter.
  • Net Worth Advisory Group sold 8,119 Telephone and Data Systems shares in Q4 2025, an estimated $319K.
  • Net Worth Advisory Group first reported a position in Telephone and Data Systems in Q4 2024 and held it in 3 quarters.
  • Net Worth Advisory Group's Telephone and Data Systems position peaked at $319K in Q3 2025.
  • 343 funds tracked by Wall St. Rank held Telephone and Data Systems as of Q4 2025.

Based on Net Worth Advisory Group's 13F filing for Q4 2025, filed 14 Jan 2026.