United Capital Financial Advisors
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United Capital Financial Advisors’s Teradata TDC Stock Holding History

United Capital Financial 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 		$229K Buy
+6,606
New +$201K ﹤0.01% 1487
2022
Q2 		– Sell
-5,224
Closed -$257K – 1193
2022
Q1 		$257K Sell
5,224
-1,017
-16% -$46.6K ﹤0.01% 1041
2021
Q4 		$265K Hold
6,241
– – ﹤0.01% 1069
2021
Q3 		$358K Sell
6,241
-17
-0.3% -$876 ﹤0.01% 954
2021
Q2 		$313K Sell
6,258
-1,229
-16% -$55.9K ﹤0.01% 1014
2021
Q1 		$289K Buy
+7,487
New +$273K ﹤0.01% 994
2019
Q4 		– Sell
-7,328
Closed -$227K – 1423
2019
Q3 		$227K Sell
7,328
-124
-2% -$4.18K ﹤0.01% 1156
2019
Q2 		$267K Buy
7,452
+164
+2% +$6.39K ﹤0.01% 1263
2019
Q1 		$318K Sell
7,288
-2,485
-25% -$112K ﹤0.01% 1108
2018
Q4 		$375K Buy
9,773
+57
+0.6% +$2.08K ﹤0.01% 998
2018
Q3 		$366K Sell
9,716
-1
-0% -$40 ﹤0.01% 1039
2018
Q2 		$390K Sell
9,717
-536
-5% -$21.6K ﹤0.01% 1004
2018
Q1 		$407K Sell
10,253
-1,270
-11% -$50K ﹤0.01% 1007
2017
Q4 		$443K Buy
+11,523
New +$412K ﹤0.01% 994

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 $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

United Capital Financial Advisors's TDC Position: Q2 2026 in Review

United Capital Financial Advisors opened a new position in Teradata (TDC) in Q2 2026: 6,606 shares worth $229K. The stake represents ﹤0.01% of the portfolio and ranks #1487 among its holdings. This is a return to the name: United Capital Financial Advisors previously reported a position in TDC as recently as Q1 2022.

United Capital Financial Advisors first reported a position in TDC in Q4 2017 and has held it in 14 quarters since. The position peaked at $443K in Q4 2017. 479 funds tracked by Wall St. Rank hold TDC as of Q2 2026.

  • United Capital Financial Advisors held 6,606 shares of Teradata worth $229K as of Q2 2026.
  • Teradata was a new United Capital Financial Advisors position in Q2 2026.
  • Teradata made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1487 holding.
  • United Capital Financial Advisors first reported a position in Teradata in Q4 2017 and has held it in 14 quarters since.
  • United Capital Financial Advisors's Teradata position peaked at $443K in Q4 2017.
  • 479 funds tracked by Wall St. Rank held Teradata as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.