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Private Wealth Management Group’s Telephone and Data Systems TDS Stock Holding History

Private Wealth Management Group’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
2026
Q1 		$8.55K Hold
203
– – ﹤0.01% 576
2025
Q4 		$8.32K Hold
203
– – ﹤0.01% 577
2025
Q3 		$7.97K Hold
203
– – ﹤0.01% 602
2025
Q2 		$7.22K Sell
203
-26
-11% -$912 ﹤0.01% 609
2025
Q1 		$8.87K Sell
229
-58
-20% -$2.09K ﹤0.01% 507
2024
Q4 		$9.79K Sell
287
-77
-21% -$2.34K ﹤0.01% 478
2024
Q3 		$8.46K Sell
364
-6
-2% -$131 ﹤0.01% 505
2024
Q2 		$7.67K Sell
370
-317
-46% -$5.73K ﹤0.01% 531
2024
Q1 		$11K Buy
687
+179
+35% +$3.06K 0.01% 384
2023
Q4 		$9.32K Buy
+508
New +$9.38K ﹤0.01% 425

Other funds holding TDS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
CCM
Carronade Capital Management Darien, Connecticut $7.65B AUM 80.26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Private Wealth Management Group's TDS Position: Q1 2026 in Review

Private Wealth Management Group held its Telephone and Data Systems (TDS) position steady in Q1 2026 at 203 shares worth $8.55K. The position accounts for ﹤0.01% of the portfolio, ranked #576.

Private Wealth Management Group first reported a position in TDS in Q4 2023 and has held it in 10 quarters since. The position peaked at $11K in Q1 2024. 354 funds tracked by Wall St. Rank hold TDS as of Q1 2026.

  • Private Wealth Management Group held 203 shares of Telephone and Data Systems worth $8.55K as of Q1 2026.
  • Private Wealth Management Group left its Telephone and Data Systems share count unchanged in Q1 2026.
  • Telephone and Data Systems made up ﹤0.01% of Private Wealth Management Group's portfolio in Q1 2026, its #576 holding.
  • Private Wealth Management Group first reported a position in Telephone and Data Systems in Q4 2023 and has held it in 10 quarters since.
  • Private Wealth Management Group's Telephone and Data Systems position peaked at $11K in Q1 2024.
  • 354 funds tracked by Wall St. Rank held Telephone and Data Systems as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.