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Twin Peaks Wealth Advisors’s Telephone and Data Systems TDS Stock Holding History

Twin Peaks Wealth Advisors’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
2026
Q1 		$7.75K Buy
+184
New +$8.09K ﹤0.01% 1190
2025
Q3 		– Sell
-320
Closed -$12.5K – 1906
2025
Q2 		$12.5K Buy
+320
New +$11.2K ﹤0.01% 814

Other funds holding TDS

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
CCM
Carronade Capital Management Darien, Connecticut $7.65B AUM 80.26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Twin Peaks Wealth Advisors's TDS Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Telephone and Data Systems (TDS) in Q1 2026: 184 shares worth $7.75K. The stake represents ﹤0.01% of the portfolio and ranks #1190 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in TDS as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in TDS in Q2 2025 and has held it in 2 quarters since. The position peaked at $12.5K in Q2 2025. 354 funds tracked by Wall St. Rank hold TDS as of Q1 2026.

  • Twin Peaks Wealth Advisors held 184 shares of Telephone and Data Systems worth $7.75K as of Q1 2026.
  • Telephone and Data Systems was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Telephone and Data Systems made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1190 holding.
  • Twin Peaks Wealth Advisors first reported a position in Telephone and Data Systems in Q2 2025 and has held it in 2 quarters since.
  • Twin Peaks Wealth Advisors's Telephone and Data Systems position peaked at $12.5K in Q2 2025.
  • 354 funds tracked by Wall St. Rank held Telephone and Data Systems as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.