Private Wealth Management Group’s Teradata TDC Stock Holding History

Private Wealth Management Group’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 Q3	$3.14K	Sell	109 -5	-4%	-$148	﹤0.01%	1024
2026 Q2	$3.95K	Hold	114	–	–	﹤0.01%	936
2026 Q1	$2.92K	Hold	114	–	–	﹤0.01%	958
2025 Q4	$3.47K	Hold	114	–	–	﹤0.01%	907
2025 Q3	$2.45K	Buy	114 +88	+338%	+$1.89K	﹤0.01%	1045
2025 Q2	$581	Sell	26 -118	-82%	-$2.57K	﹤0.01%	1398
2025 Q1	$3.24K	Buy	144 +120	+500%	+$3.25K	﹤0.01%	890
2024 Q4	$748	Buy	24 +19	+380%	+$594	﹤0.01%	1365
2024 Q3	$152	Sell	5 -116	-96%	-$3.46K	﹤0.01%	1469
2024 Q2	$4.18K	Buy	121 +71	+142%	+$2.48K	﹤0.01%	774
2024 Q1	$1.93K	Hold	50	–	–	﹤0.01%	983
2023 Q4	$2.18K	Buy	+50	New	+$2.25K	﹤0.01%	944

Other funds holding TDC

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Private Wealth Management Group's TDC Position: Q3 2026 in Review

Private Wealth Management Group reduced its Teradata (TDC) stake by 4.4% in Q3 2026, selling an estimated $148 and leaving 109 shares worth $3.14K. The position accounts for ﹤0.01% of the portfolio, ranked #1024.

Private Wealth Management Group first reported a position in TDC in Q4 2023 and has held it in 12 quarters since. The position peaked at $4.18K in Q2 2024. 254 funds tracked by Wall St. Rank hold TDC as of Q3 2026.

Private Wealth Management Group held 109 shares of Teradata worth $3.14K as of Q3 2026.
Private Wealth Management Group sold 5 Teradata shares in Q3 2026, an estimated $148.
Teradata made up ﹤0.01% of Private Wealth Management Group's portfolio in Q3 2026, its #1024 holding.
Private Wealth Management Group first reported a position in Teradata in Q4 2023 and has held it in 12 quarters since.
Private Wealth Management Group's Teradata position peaked at $4.18K in Q2 2024.
254 funds tracked by Wall St. Rank held Teradata as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.