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Venturi Wealth Management’s Telephone and Data Systems TDS Stock Holding History

Venturi Wealth Management’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 		$227K Buy
+5,393
New +$237K 0.01% 542
2025
Q1 		– Sell
-4,530
Closed -$155K – 1691
2024
Q4 		$155K Buy
+4,530
New +$138K 0.01% 617

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

Venturi Wealth Management's TDS Position: Q1 2026 in Review

Venturi Wealth Management opened a new position in Telephone and Data Systems (TDS) in Q1 2026: 5,393 shares worth $227K. The stake represents 0.01% of the portfolio and ranks #542 among its holdings. This is a return to the name: Venturi Wealth Management previously reported a position in TDS as recently as Q4 2024.

Venturi Wealth Management first reported a position in TDS in Q4 2024 and has held it in 2 quarters since. 354 funds tracked by Wall St. Rank hold TDS as of Q1 2026.

  • Venturi Wealth Management held 5,393 shares of Telephone and Data Systems worth $227K as of Q1 2026.
  • Telephone and Data Systems was a new Venturi Wealth Management position in Q1 2026.
  • Telephone and Data Systems made up 0.01% of Venturi Wealth Management's portfolio in Q1 2026, its #542 holding.
  • Venturi Wealth Management first reported a position in Telephone and Data Systems in Q4 2024 and has held it in 2 quarters since.
  • 354 funds tracked by Wall St. Rank held Telephone and Data Systems as of Q1 2026.

Based on Venturi Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.