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Summit Securities Group’s Telephone and Data Systems TDS Stock Holding History

Summit Securities Group’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
2025
Q3 		– Sell
-15,026
Closed -$535K – 1353
2025
Q2 		$535K Buy
+15,026
New +$527K 0.1% 142
2025
Q1 		– Sell
-328
Closed -$11.2K – 1094
2024
Q4 		$11.2K Buy
+328
New +$9.98K ﹤0.01% 438
2023
Q3 		– Sell
-3,500
Closed -$48K – 1000
2023
Q2 		$48K Buy
+3,500
New +$29.7K 0.01% 425
2023
Q1 		– Sell
-15,231
Closed -$160K – 1279
2022
Q4 		$160K Buy
+15,231
New +$188K 0.01% 522

Other funds holding TDS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
CCM
Carronade Capital Management Darien, Connecticut $7.65B AUM 80.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Summit Securities Group's TDS Position: Q3 2025 in Review

Summit Securities Group sold out of Telephone and Data Systems (TDS) in Q3 2025, closing a stake of 15,026 shares — an estimated $535K sold.

Summit Securities Group first reported a position in TDS in Q4 2022 and held it in 4 quarters. The position peaked at $535K in Q2 2025. 321 funds tracked by Wall St. Rank hold TDS as of Q3 2025.

  • Summit Securities Group reported no remaining Telephone and Data Systems position as of Q3 2025 after selling out during the quarter.
  • Summit Securities Group sold 15,026 Telephone and Data Systems shares in Q3 2025, an estimated $535K.
  • Summit Securities Group first reported a position in Telephone and Data Systems in Q4 2022 and held it in 4 quarters.
  • Summit Securities Group's Telephone and Data Systems position peaked at $535K in Q2 2025.
  • 321 funds tracked by Wall St. Rank held Telephone and Data Systems as of Q3 2025.

Based on Summit Securities Group's 13F filing for Q3 2025, filed 13 Nov 2025.