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WealthTrak Capital Management’s Telephone and Data Systems TDS Stock Holding History

WealthTrak Capital 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
2025
Q3 		– Sell
-15
Closed -$534 – 796
2025
Q2 		$534 Hold
15
– – ﹤0.01% 640
2025
Q1 		$582 Hold
15
– – ﹤0.01% 632
2024
Q4 		$512 Buy
+15
New +$456 ﹤0.01% 569

Other funds holding TDS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
CCM
Carronade Capital Management Darien, Connecticut $7.65B AUM 80.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

WealthTrak Capital Management's TDS Position: Q3 2025 in Review

WealthTrak Capital Management sold out of Telephone and Data Systems (TDS) in Q3 2025, closing a stake of 15 shares — an estimated $534 sold.

WealthTrak Capital Management first reported a position in TDS in Q4 2024 and held it in 3 quarters. The position peaked at $582 in Q1 2025. 321 funds tracked by Wall St. Rank hold TDS as of Q3 2025.

  • WealthTrak Capital Management reported no remaining Telephone and Data Systems position as of Q3 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 15 Telephone and Data Systems shares in Q3 2025, an estimated $534.
  • WealthTrak Capital Management first reported a position in Telephone and Data Systems in Q4 2024 and held it in 3 quarters.
  • WealthTrak Capital Management's Telephone and Data Systems position peaked at $582 in Q1 2025.
  • 321 funds tracked by Wall St. Rank held Telephone and Data Systems as of Q3 2025.

Based on WealthTrak Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.