Root Financial Partners
TDC icon

Root Financial Partners’s Teradata TDC Stock Holding History

Root Financial Partners’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 		$5.54K Buy
+192
New +$5.68K ﹤0.01% 2192
2026
Q2 		– Sell
-296
Closed -$7.59K – 2881
2026
Q1 		$7.59K Buy
296
+28
+10% +$817 ﹤0.01% 1790
2025
Q4 		$8.16K Buy
268
+115
+75% +$3.01K ﹤0.01% 1588
2025
Q3 		$3.29K Buy
+153
New +$3.29K ﹤0.01% 1854

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LSV Asset Management
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Vanguard Capital Management
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State Street
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Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Root Financial Partners's TDC Position: Q3 2026 in Review

Root Financial Partners opened a new position in Teradata (TDC) in Q3 2026: 192 shares worth $5.54K. The stake represents ﹤0.01% of the portfolio and ranks #2192 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in TDC as recently as Q1 2026.

Root Financial Partners first reported a position in TDC in Q3 2025 and has held it in 4 quarters since. The position peaked at $8.16K in Q4 2025. 362 funds tracked by Wall St. Rank hold TDC as of Q3 2026.

  • Root Financial Partners held 192 shares of Teradata worth $5.54K as of Q3 2026.
  • Teradata was a new Root Financial Partners position in Q3 2026.
  • Teradata made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2192 holding.
  • Root Financial Partners first reported a position in Teradata in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Teradata position peaked at $8.16K in Q4 2025.
  • 362 funds tracked by Wall St. Rank held Teradata as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.