ORBA Wealth Advisors’s Telephone and Data Systems TDS Stock Holding History

ORBA Wealth Advisors’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 Q2	–	Sell	-10,000	Closed	-$387K	–	103
2025 Q1	$387K	Hold	10,000	–	–	0.2%	74
2024 Q4	$341K	Hold	10,000	–	–	0.18%	78
2024 Q3	$233K	Hold	10,000	–	–	0.12%	98
2024 Q2	$207K	Hold	10,000	–	–	0.11%	97
2024 Q1	$160K	Hold	10,000	–	–	0.09%	96
2023 Q4	$184K	Buy	+10,000	New	+$185K	0.11%	91

Other funds holding TDS

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Third Point New York $4.68B AUM 37.3% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

CCM

Carronade Capital Management Darien, Connecticut $5.77B AUM 89.67% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

SPC

Silver Point Capital Greenwich, Connecticut $1.1B AUM 20.71% 1-Year Est. Return

ORBA Wealth Advisors's TDS Position: Q2 2025 in Review

ORBA Wealth Advisors sold out of Telephone and Data Systems (TDS) in Q2 2025, closing a stake of 10,000 shares — an estimated $387K sold.

ORBA Wealth Advisors first reported a position in TDS in Q4 2023 and held it in 6 quarters. The position peaked at $387K in Q1 2025. 311 funds tracked by Wall St. Rank hold TDS as of Q2 2025.

ORBA Wealth Advisors reported no remaining Telephone and Data Systems position as of Q2 2025 after selling out during the quarter.
ORBA Wealth Advisors sold 10,000 Telephone and Data Systems shares in Q2 2025, an estimated $387K.
ORBA Wealth Advisors first reported a position in Telephone and Data Systems in Q4 2023 and held it in 6 quarters.
ORBA Wealth Advisors's Telephone and Data Systems position peaked at $387K in Q1 2025.
311 funds tracked by Wall St. Rank held Telephone and Data Systems as of Q2 2025.

Based on ORBA Wealth Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.