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Twin Peaks Wealth Advisors’s Teradata TDC Stock Holding History

Twin Peaks Wealth 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 		– Sell
-190
Closed -$4.87K – 1978
2026
Q1 		$4.87K Buy
+190
New +$5.55K ﹤0.01% 1407
2025
Q3 		– Sell
-86
Closed -$1.77K – 1903
2025
Q2 		$1.77K Buy
+86
New +$1.87K ﹤0.01% 1656

Other funds holding TDC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
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
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Twin Peaks Wealth Advisors's TDC Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Teradata (TDC) in Q2 2026, closing a stake of 190 shares — an estimated $4.87K sold.

Twin Peaks Wealth Advisors first reported a position in TDC in Q2 2025 and held it in 2 quarters. The position peaked at $4.87K in Q1 2026. 479 funds tracked by Wall St. Rank hold TDC as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Teradata position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 190 Teradata shares in Q2 2026, an estimated $4.87K.
  • Twin Peaks Wealth Advisors first reported a position in Teradata in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Teradata position peaked at $4.87K in Q1 2026.
  • 479 funds tracked by Wall St. Rank held Teradata as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.