SWM
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SHP Wealth Management’s Teradata TDC Stock Holding History

SHP Wealth Management’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 		$7.07K Sell
204
-5
-2% -$152 ﹤0.01% 1071
2026
Q1 		$5.36K Buy
209
+5
+2% +$146 ﹤0.01% 1053
2025
Q4 		$6.21K Buy
+204
New +$5.34K ﹤0.01% 939

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 $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SHP Wealth Management's TDC Position: Q2 2026 in Review

SHP Wealth Management reduced its Teradata (TDC) stake by 2.4% in Q2 2026, selling an estimated $152 and leaving 204 shares worth $7.07K. The position accounts for ﹤0.01% of the portfolio, ranked #1071.

SHP Wealth Management first reported a position in TDC in Q4 2025 and has held it in 3 quarters since. 479 funds tracked by Wall St. Rank hold TDC as of Q2 2026.

  • SHP Wealth Management held 204 shares of Teradata worth $7.07K as of Q2 2026.
  • SHP Wealth Management sold 5 Teradata shares in Q2 2026, an estimated $152.
  • Teradata made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1071 holding.
  • SHP Wealth Management first reported a position in Teradata in Q4 2025 and has held it in 3 quarters since.
  • 479 funds tracked by Wall St. Rank held Teradata as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.