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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
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

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

Root Financial Partners's TDC Position: Q2 2026 in Review

Root Financial Partners sold out of Teradata (TDC) in Q2 2026, closing a stake of 296 shares — an estimated $7.59K sold.

Root Financial Partners first reported a position in TDC in Q3 2025 and held it in 3 quarters. The position peaked at $8.16K in Q4 2025. 478 funds tracked by Wall St. Rank hold TDC as of Q2 2026.

  • Root Financial Partners reported no remaining Teradata position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 296 Teradata shares in Q2 2026, an estimated $7.59K.
  • Root Financial Partners first reported a position in Teradata in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Teradata position peaked at $8.16K in Q4 2025.
  • 478 funds tracked by Wall St. Rank held Teradata as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.