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Summit Wealth Group (Colorado)’s Teradata TDC Stock Holding History

Summit Wealth Group (Colorado)’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
2025
Q4 		– Sell
-6,458
Closed -$291K – 604
2025
Q3 		$291K Buy
+6,458
New +$139K 0.03% 364

Other funds holding TDC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LLL
Lynrock Lake LP Rye Brook, New York $1.58B AUM 20.25% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Summit Wealth Group (Colorado)'s TDC Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of Teradata (TDC) in Q4 2025, closing a stake of 6,458 shares — an estimated $291K sold.

Summit Wealth Group (Colorado) first reported a position in TDC in Q3 2025 and held it in 1 quarter. The position peaked at $291K in Q3 2025. 401 funds tracked by Wall St. Rank hold TDC as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Teradata position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 6,458 Teradata shares in Q4 2025, an estimated $291K.
  • Summit Wealth Group (Colorado) first reported a position in Teradata in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Teradata position peaked at $291K in Q3 2025.
  • 401 funds tracked by Wall St. Rank held Teradata as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.