SOA Wealth Advisors’s Teradata TDC Stock Holding History

SOA Wealth Advisors’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	$3.85K	Hold	111	–	–	﹤0.01%	723
2026 Q1	$2.85K	Hold	111	–	–	﹤0.01%	690
2025 Q4	$3.38K	Hold	111	–	–	﹤0.01%	685
2025 Q3	$2.39K	Hold	111	–	–	﹤0.01%	716
2025 Q2	$2.48K	Hold	111	–	–	﹤0.01%	696
2025 Q1	$2.5K	Hold	111	–	–	﹤0.01%	686
2024 Q4	$3.46K	Hold	111	–	–	﹤0.01%	643
2024 Q3	$3.37K	Hold	111	–	–	﹤0.01%	633
2024 Q2	$3.84K	Hold	111	–	–	﹤0.01%	623
2024 Q1	$4.29K	Hold	111	–	–	﹤0.01%	628
2023 Q4	$4.83K	Hold	111	–	–	﹤0.01%	602
2023 Q3	$5K	Hold	111	–	–	﹤0.01%	615
2023 Q2	$5.93K	Hold	111	–	–	﹤0.01%	599
2023 Q1	$4.47K	Hold	111	–	–	﹤0.01%	636
2022 Q4	$3.74K	Hold	111	–	–	﹤0.01%	658
2022 Q3	$3K	Hold	111	–	–	﹤0.01%	682
2022 Q2	$4K	Hold	111	–	–	﹤0.01%	623
2022 Q1	$5K	Hold	111	–	–	﹤0.01%	698
2021 Q4	$4K	Hold	111	–	–	﹤0.01%	708
2021 Q3	$6K	Hold	111	–	–	﹤0.01%	670
2021 Q2	$5K	Hold	111	–	–	﹤0.01%	678
2021 Q1	$4K	Hold	111	–	–	﹤0.01%	657
2020 Q4	$5K	Buy	+111	New	+$2.38K	﹤0.01%	615

Other funds holding TDC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

SOA Wealth Advisors's TDC Position: Q2 2026 in Review

SOA Wealth Advisors held its Teradata (TDC) position steady in Q2 2026 at 111 shares worth $3.85K. The position accounts for ﹤0.01% of the portfolio, ranked #723.

SOA Wealth Advisors first reported a position in TDC in Q4 2020 and has held it in 23 quarters since. The position peaked at $6K in Q3 2021. 478 funds tracked by Wall St. Rank hold TDC as of Q2 2026.

SOA Wealth Advisors held 111 shares of Teradata worth $3.85K as of Q2 2026.
SOA Wealth Advisors left its Teradata share count unchanged in Q2 2026.
Teradata made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #723 holding.
SOA Wealth Advisors first reported a position in Teradata in Q4 2020 and has held it in 23 quarters since.
SOA Wealth Advisors's Teradata position peaked at $6K in Q3 2021.
478 funds tracked by Wall St. Rank held Teradata as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.