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Unified Investment Management’s Teradata TDC Stock Holding History

Unified Investment Management’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
Q3 		$212K Hold
7,346
– – 0.19% 138
2026
Q2 		$255K Buy
+7,346
New +$223K 0.23% 121
2026
Q1 		– Sell
-7,676
Closed -$234K – 141
2025
Q4 		$234K Sell
7,676
-2,125
-22% -$55.6K 0.23% 119
2025
Q3 		$211K Sell
9,801
-17,502
-64% -$377K 0.21% 128
2025
Q2 		$609K Sell
27,303
-5,305
-16% -$115K 0.65% 56
2025
Q1 		$733K Buy
32,608
+2,678
+9% +$72.4K 0.87% 39
2024
Q4 		$932K Buy
+29,930
New +$936K 1.06% 28

Other funds holding TDC

CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PC
Parrish Capital Kennesaw, Georgia $103M AUM 35.11% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
UWS
Unique Wealth Strategies Burr Ridge, Illinois $273M AUM 19.98% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Unified Investment Management's TDC Position: Q3 2026 in Review

Unified Investment Management held its Teradata (TDC) position steady in Q3 2026 at 7,346 shares worth $212K. The position accounts for 0.19% of the portfolio, ranked #138.

Unified Investment Management first reported a position in TDC in Q4 2024 and has held it in 7 quarters since. The position peaked at $932K in Q4 2024. 39 funds tracked by Wall St. Rank hold TDC as of Q3 2026.

  • Unified Investment Management held 7,346 shares of Teradata worth $212K as of Q3 2026.
  • Unified Investment Management left its Teradata share count unchanged in Q3 2026.
  • Teradata made up 0.19% of Unified Investment Management's portfolio in Q3 2026, its #138 holding.
  • Unified Investment Management first reported a position in Teradata in Q4 2024 and has held it in 7 quarters since.
  • Unified Investment Management's Teradata position peaked at $932K in Q4 2024.
  • 39 funds tracked by Wall St. Rank held Teradata as of Q3 2026.

Based on Unified Investment Management's 13F filing for Q3 2026, filed 14 Oct 2026.