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

Spire Wealth Management’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 		– Sell
-343
Closed -$14.1K – 2399
2025
Q4 		$14.1K Sell
343
-961
-74% -$37.4K ﹤0.01% 1608
2025
Q3 		$51.2K Sell
1,304
-52
-4% -$2K ﹤0.01% 1226
2025
Q2 		$48.2K Sell
1,356
-1,132
-45% -$39.7K ﹤0.01% 1210
2025
Q1 		$96.4K Sell
2,488
-1,809
-42% -$65.2K ﹤0.01% 1052
2024
Q4 		$147K Sell
4,297
-373
-8% -$11.3K ﹤0.01% 914
2024
Q3 		$109K Sell
4,670
-355
-7% -$7.73K ﹤0.01% 889
2024
Q2 		$104K Sell
5,025
-632
-11% -$11.4K ﹤0.01% 884
2024
Q1 		$90.6K Sell
5,657
-211
-4% -$3.6K ﹤0.01% 1012
2023
Q4 		$109K Buy
5,868
+128
+2% +$2.36K ﹤0.01% 975
2023
Q3 		$105K Sell
5,740
-6,052
-51% -$87.4K ﹤0.01% 938
2023
Q2 		$97K Buy
11,792
+2,766
+31% +$23.5K ﹤0.01% 979
2023
Q1 		$94.9K Buy
9,026
+3,136
+53% +$36.6K ﹤0.01% 989
2022
Q4 		$62K Buy
5,890
+1,535
+35% +$19K ﹤0.01% 916
2022
Q3 		$61K Sell
4,355
-2,142
-33% -$34K ﹤0.01% 887
2022
Q2 		$103K Sell
6,497
-6,772
-51% -$121K ﹤0.01% 1024
2022
Q1 		$251K Hold
13,269
– – 0.01% 792
2021
Q4 		$267K Buy
13,269
+1,055
+9% +$20.6K 0.01% 962
2021
Q3 		$238K Buy
12,214
+3,531
+41% +$73.3K 0.01% 855
2021
Q2 		$197K Buy
8,683
+2
+0% +$49 0.01% 949
2021
Q1 		$199K Buy
+8,681
New +$177K 0.01% 1067

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

Spire Wealth Management's TDS Position: Q1 2026 in Review

Spire Wealth Management sold out of Telephone and Data Systems (TDS) in Q1 2026, closing a stake of 343 shares — an estimated $14.1K sold.

Spire Wealth Management first reported a position in TDS in Q1 2021 and held it in 20 quarters. The position peaked at $267K in Q4 2021. 354 funds tracked by Wall St. Rank hold TDS as of Q1 2026.

  • Spire Wealth Management reported no remaining Telephone and Data Systems position as of Q1 2026 after selling out during the quarter.
  • Spire Wealth Management sold 343 Telephone and Data Systems shares in Q1 2026, an estimated $14.1K.
  • Spire Wealth Management first reported a position in Telephone and Data Systems in Q1 2021 and held it in 20 quarters.
  • Spire Wealth Management's Telephone and Data Systems position peaked at $267K in Q4 2021.
  • 354 funds tracked by Wall St. Rank held Telephone and Data Systems as of Q1 2026.

Based on Spire Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.