Steward Partners Investment Advisory’s Telephone and Data Systems TDS Stock Holding History

Steward Partners Investment Advisory’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	$73K	Hold	1,734	–	–	﹤0.01%	2573
2025 Q4	$71.1K	Sell	1,734 -1,268	-42%	-$49.4K	﹤0.01%	2488
2025 Q3	$118K	Hold	3,002	–	–	﹤0.01%	2132
2025 Q2	$107K	Sell	3,002 -41	-1%	-$1.44K	﹤0.01%	2072
2025 Q1	$118K	Sell	3,043 -18	-0.6%	-$648	﹤0.01%	1928
2024 Q4	$104K	Sell	3,061 -1,642	-35%	-$50K	﹤0.01%	1960
2024 Q3	$109K	Sell	4,703 -7,461	-61%	-$163K	﹤0.01%	1829
2024 Q2	$252K	Sell	12,164 -1,242	-9%	-$22.5K	﹤0.01%	1344
2024 Q1	$215K	Buy	13,406 +12,731	+1,886%	+$217K	﹤0.01%	1400
2023 Q4	$12.4K	Hold	675	–	–	﹤0.01%	2618
2023 Q3	$12.4K	Hold	675	–	–	﹤0.01%	2510
2023 Q2	$5.55K	Sell	675 -3,281	-83%	-$27.8K	﹤0.01%	2762
2023 Q1	$41.6K	Sell	3,956 -276	-7%	-$3.22K	﹤0.01%	1939
2022 Q4	$44.4K	Hold	4,232	–	–	﹤0.01%	1886
2022 Q3	$59K	Hold	4,232	–	–	﹤0.01%	1714
2022 Q2	$67K	Hold	4,232	–	–	﹤0.01%	1664
2022 Q1	$80K	Buy	4,232 +205	+5%	+$3.96K	﹤0.01%	1698
2021 Q4	$81K	Sell	4,027 -138,252	-97%	-$2.7M	﹤0.01%	1683
2021 Q3	$2.77M	Buy	142,279 +135,025	+1,861%	+$2.8M	0.05%	372
2021 Q2	$164K	Buy	7,254 +3,973	+121%	+$96.8K	﹤0.01%	1693
2021 Q1	$75.3K	Hold	3,281	–	–	﹤0.01%	1774
2020 Q4	$61K	Hold	3,281	–	–	﹤0.01%	1578
2020 Q3	$61K	Hold	3,281	–	–	﹤0.01%	1412
2020 Q2	$65K	Hold	3,281	–	–	﹤0.01%	1309
2020 Q1	$54K	Hold	3,281	–	–	﹤0.01%	1230
2019 Q4	$83K	Hold	3,281	–	–	﹤0.01%	1195
2019 Q3	$84K	Hold	3,281	–	–	﹤0.01%	1159
2019 Q2	$99K	Buy	+3,281	New	+$102K	﹤0.01%	1066
2018 Q4	–	Sell	-3,281	Closed	-$100K	–	2008
2018 Q3	$100K	Buy	+3,281	New	+$93.6K	﹤0.01%	933
2017 Q3	–	Sell	-5,445	Closed	-$151K	–	1756
2017 Q2	$151K	Sell	5,445 -3,244	-37%	-$89.2K	0.02%	446
2017 Q1	$230K	Buy	8,689 +3,244	+60%	+$92.9K	0.03%	305
2016 Q4	$157K	Buy	+5,445	New	+$148K	0.07%	205

Other funds holding TDS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Third Point New York $2.08B AUM 27.04% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Steward Partners Investment Advisory's TDS Position: Q1 2026 in Review

Steward Partners Investment Advisory held its Telephone and Data Systems (TDS) position steady in Q1 2026 at 1,734 shares worth $73K. The position accounts for ﹤0.01% of the portfolio, ranked #2573.

Steward Partners Investment Advisory first reported a position in TDS in Q4 2016 and has held it in 32 quarters since. The position peaked at $2.77M in Q3 2021. 354 funds tracked by Wall St. Rank hold TDS as of Q1 2026.

Steward Partners Investment Advisory held 1,734 shares of Telephone and Data Systems worth $73K as of Q1 2026.
Steward Partners Investment Advisory left its Telephone and Data Systems share count unchanged in Q1 2026.
Telephone and Data Systems made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2573 holding.
Steward Partners Investment Advisory first reported a position in Telephone and Data Systems in Q4 2016 and has held it in 32 quarters since.
Steward Partners Investment Advisory's Telephone and Data Systems position peaked at $2.77M in Q3 2021.
354 funds tracked by Wall St. Rank held Telephone and Data Systems as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.