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Wealthspire Advisors (New York)’s Telephone and Data Systems TDS Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-421
Closed -$16.5K – 2696
2025
Q3 		$16.5K Buy
+421
New +$16.2K ﹤0.01% 1773

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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
CCM
Carronade Capital Management Darien, Connecticut $7.65B AUM 80.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wealthspire Advisors (New York)'s TDS Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Telephone and Data Systems (TDS) in Q4 2025, closing a stake of 421 shares — an estimated $16.5K sold.

Wealthspire Advisors (New York) first reported a position in TDS in Q3 2025 and held it in 1 quarter. The position peaked at $16.5K in Q3 2025. 343 funds tracked by Wall St. Rank hold TDS as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Telephone and Data Systems position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 421 Telephone and Data Systems shares in Q4 2025, an estimated $16.5K.
  • Wealthspire Advisors (New York) first reported a position in Telephone and Data Systems in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Telephone and Data Systems position peaked at $16.5K in Q3 2025.
  • 343 funds tracked by Wall St. Rank held Telephone and Data Systems as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.