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Physician Wealth Advisors’s Teradata TDC Stock Holding History

Physician Wealth Advisors’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 		$3.08K Buy
89
+63
+242% +$1.92K ﹤0.01% 1315
2026
Q1 		$667 Hold
26
– – ﹤0.01% 1822
2025
Q4 		$792 Hold
26
– – ﹤0.01% 1707
2025
Q3 		$560 Sell
26
-49
-65% -$1.05K ﹤0.01% 1776
2025
Q2 		$1.67K Buy
75
+49
+188% +$1.07K ﹤0.01% 1119
2025
Q1 		$585 Hold
26
– – ﹤0.01% 1348
2024
Q4 		$810 Buy
+26
New +$814 ﹤0.01% 990

Other funds holding TDC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
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
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Physician Wealth Advisors's TDC Position: Q2 2026 in Review

Physician Wealth Advisors increased its Teradata (TDC) stake by 242% in Q2 2026, buying an estimated $1.92K and bringing the position to 89 shares worth $3.08K. The position accounts for ﹤0.01% of the portfolio, ranked #1315.

Physician Wealth Advisors first reported a position in TDC in Q4 2024 and has held it in 7 quarters since. 478 funds tracked by Wall St. Rank hold TDC as of Q2 2026.

  • Physician Wealth Advisors held 89 shares of Teradata worth $3.08K as of Q2 2026.
  • Physician Wealth Advisors bought 63 Teradata shares in Q2 2026, an estimated $1.92K.
  • Teradata made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1315 holding.
  • Physician Wealth Advisors first reported a position in Teradata in Q4 2024 and has held it in 7 quarters since.
  • 478 funds tracked by Wall St. Rank held Teradata as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.