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Pinnacle Wealth Planning Services’s Teradata TDC Stock Holding History

Pinnacle Wealth Planning 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 		$140K Sell
4,039
-149
-4% -$4.53K 0.01% 698
2026
Q1 		$107K Buy
4,188
+361
+9% +$10.5K 0.01% 758
2025
Q4 		$116K Buy
+3,827
New +$100K 0.01% 699

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

Pinnacle Wealth Planning Services's TDC Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Teradata (TDC) stake by 3.6% in Q2 2026, selling an estimated $4.53K and leaving 4,039 shares worth $140K. The position accounts for 0.01% of the portfolio, ranked #698.

Pinnacle Wealth Planning Services first reported a position in TDC in Q4 2025 and has held it in 3 quarters since. 478 funds tracked by Wall St. Rank hold TDC as of Q2 2026.

  • Pinnacle Wealth Planning Services held 4,039 shares of Teradata worth $140K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 149 Teradata shares in Q2 2026, an estimated $4.53K.
  • Teradata made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #698 holding.
  • Pinnacle Wealth Planning Services first reported a position in Teradata in Q4 2025 and has held it in 3 quarters since.
  • 478 funds tracked by Wall St. Rank held Teradata as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.