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True Wealth Design’s Teradata TDC Stock Holding History

True Wealth Design’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 		$51.2K Buy
1,479
+810
+121% +$24.6K 0.01% 481
2026
Q1 		$17.1K Buy
669
+90
+16% +$2.63K ﹤0.01% 775
2025
Q4 		$17.6K Buy
579
+193
+50% +$5.05K 0.01% 653
2025
Q3 		$8.3K Sell
386
-341
-47% -$7.34K ﹤0.01% 900
2025
Q2 		$16.2K Buy
+727
New +$15.8K 0.01% 437
2025
Q1 		– Sell
-604
Closed -$18.8K – 2682
2024
Q4 		$18.8K Buy
604
+110
+22% +$3.44K 0.01% 333
2024
Q3 		$15K Buy
+494
New +$14.7K 0.01% 366

Other funds holding TDC

CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

True Wealth Design's TDC Position: Q2 2026 in Review

True Wealth Design increased its Teradata (TDC) stake by 121% in Q2 2026, buying an estimated $24.6K and bringing the position to 1,479 shares worth $51.2K. The position accounts for 0.01% of the portfolio, ranked #481.

True Wealth Design first reported a position in TDC in Q3 2024 and has held it in 7 quarters since. 52 funds tracked by Wall St. Rank hold TDC as of Q2 2026.

  • True Wealth Design held 1,479 shares of Teradata worth $51.2K as of Q2 2026.
  • True Wealth Design bought 810 Teradata shares in Q2 2026, an estimated $24.6K.
  • Teradata made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #481 holding.
  • True Wealth Design first reported a position in Teradata in Q3 2024 and has held it in 7 quarters since.
  • 52 funds tracked by Wall St. Rank held Teradata as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.