PWPS
TDC icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
LLL
Lynrock Lake LP Rye Brook, New York $1.46B AUM 17.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pinnacle Wealth Planning Services's TDC Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Teradata (TDC) stake by 9.4% in Q1 2026, buying an estimated $10.5K and bringing the position to 4,188 shares worth $107K. The position accounts for 0.01% of the portfolio, ranked #758.

Pinnacle Wealth Planning Services first reported a position in TDC in Q4 2025 and has held it in 2 quarters since. The position peaked at $116K in Q4 2025. 419 funds tracked by Wall St. Rank hold TDC as of Q1 2026.

  • Pinnacle Wealth Planning Services held 4,188 shares of Teradata worth $107K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 361 Teradata shares in Q1 2026, an estimated $10.5K.
  • Teradata made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #758 holding.
  • Pinnacle Wealth Planning Services first reported a position in Teradata in Q4 2025 and has held it in 2 quarters since.
  • Pinnacle Wealth Planning Services's Teradata position peaked at $116K in Q4 2025.
  • 419 funds tracked by Wall St. Rank held Teradata as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.