Summit Trail Advisors’s Teradata TDC Stock Holding History

Summit Trail 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	$2.1M	Sell	60,692 -5,687	-9%	-$173K	0.03%	580
2026 Q1	$1.7M	Buy	66,379 +37,118	+127%	+$1.08M	0.02%	644
2025 Q4	$891K	Sell	29,261 -115,160	-80%	-$3.01M	0.02%	874
2025 Q3	$3.11M	Buy	144,421 +58,444	+68%	+$1.26M	0.04%	242
2025 Q2	$1.92M	Buy	+85,977	New	+$1.87M	0.03%	276
2018 Q3	–	Sell	-510	Closed	-$20K	–	435
2018 Q2	$20K	Buy	+510	New	+$20.5K	0.01%	384
2018 Q1	–	Sell	-165	Closed	-$7K	–	1518
2017 Q4	$7K	Buy	+165	New	+$5.9K	﹤0.01%	1330

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

Summit Trail Advisors's TDC Position: Q2 2026 in Review

Summit Trail Advisors reduced its Teradata (TDC) stake by 8.6% in Q2 2026, selling an estimated $173K and leaving 60,692 shares worth $2.1M. The position accounts for 0.03% of the portfolio, ranked #580.

Summit Trail Advisors first reported a position in TDC in Q4 2017 and has held it in 7 quarters since. The position peaked at $3.11M in Q3 2025. 478 funds tracked by Wall St. Rank hold TDC as of Q2 2026.

Summit Trail Advisors held 60,692 shares of Teradata worth $2.1M as of Q2 2026.
Summit Trail Advisors sold 5,687 Teradata shares in Q2 2026, an estimated $173K.
Teradata made up 0.03% of Summit Trail Advisors's portfolio in Q2 2026, its #580 holding.
Summit Trail Advisors first reported a position in Teradata in Q4 2017 and has held it in 7 quarters since.
Summit Trail Advisors's Teradata position peaked at $3.11M in Q3 2025.
478 funds tracked by Wall St. Rank held Teradata as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.