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United Capital Financial Advisors’s Telephone and Data Systems TDS Stock Holding History

United Capital Financial 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
Q2 		– Sell
-5,701
Closed -$240K – 1733
2026
Q1 		$240K Buy
5,701
+329
+6% +$14.5K ﹤0.01% 1471
2025
Q4 		$220K Sell
5,372
-20
-0.4% -$779 ﹤0.01% 1289
2025
Q3 		$212K Buy
+5,392
New +$208K ﹤0.01% 1142
2025
Q2 		– Sell
-5,880
Closed -$228K – 1130
2025
Q1 		$228K Sell
5,880
-10
-0.2% -$360 ﹤0.01% 974
2024
Q4 		$201K Buy
+5,890
New +$179K ﹤0.01% 1023

Other funds holding TDS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
TP
Third Point New York $4.68B AUM 37.3% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
CCM
Carronade Capital Management Darien, Connecticut $5.77B AUM 89.67% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

United Capital Financial Advisors sold out of Telephone and Data Systems (TDS) in Q2 2026, closing a stake of 5,701 shares — an estimated $240K sold.

United Capital Financial Advisors first reported a position in TDS in Q4 2024 and held it in 5 quarters. The position peaked at $240K in Q1 2026. 349 funds tracked by Wall St. Rank hold TDS as of Q2 2026.

  • United Capital Financial Advisors reported no remaining Telephone and Data Systems position as of Q2 2026 after selling out during the quarter.
  • United Capital Financial Advisors sold 5,701 Telephone and Data Systems shares in Q2 2026, an estimated $240K.
  • United Capital Financial Advisors first reported a position in Telephone and Data Systems in Q4 2024 and held it in 5 quarters.
  • United Capital Financial Advisors's Telephone and Data Systems position peaked at $240K in Q1 2026.
  • 349 funds tracked by Wall St. Rank held Telephone and Data Systems as of Q2 2026.

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