Whittier Trust’s Telephone and Data Systems TDS Stock Holding History

Whittier Trust’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	$2.54M	Buy	+71,918	New	+$3.03M	0.03%	267
2023 Q4	–	Sell	-384	Closed	-$7.03K	–	1664
2023 Q3	$7.03K	Buy	+384	New	+$5.54K	﹤0.01%	1316
2019 Q4	–	Sell	-290	Closed	-$7K	–	1608
2019 Q3	$7K	Buy	+290	New	+$8.09K	﹤0.01%	1201
2016 Q1	–	Sell	-3,130	Closed	-$81K	–	1222
2015 Q4	$81K	Hold	3,130	–	–	﹤0.01%	630
2015 Q3	$78K	Hold	3,130	–	–	﹤0.01%	623
2015 Q2	$92K	Hold	3,130	–	–	﹤0.01%	614
2015 Q1	$78K	Buy	+3,130	New	+$78.2K	﹤0.01%	641

Other funds holding TDS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Third Point New York $4.68B AUM 37.3% 1-Year Est. Return

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 Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Whittier Trust's TDS Position: Q2 2026 in Review

Whittier Trust opened a new position in Telephone and Data Systems (TDS) in Q2 2026: 71,918 shares worth $2.54M. The stake represents 0.03% of the portfolio and ranks #267 among its holdings. This is a return to the name: Whittier Trust previously reported a position in TDS as recently as Q3 2023.

Whittier Trust first reported a position in TDS in Q1 2015 and has held it in 7 quarters since. 351 funds tracked by Wall St. Rank hold TDS as of Q2 2026.

Whittier Trust held 71,918 shares of Telephone and Data Systems worth $2.54M as of Q2 2026.
Telephone and Data Systems was a new Whittier Trust position in Q2 2026.
Telephone and Data Systems made up 0.03% of Whittier Trust's portfolio in Q2 2026, its #267 holding.
Whittier Trust first reported a position in Telephone and Data Systems in Q1 2015 and has held it in 7 quarters since.
351 funds tracked by Wall St. Rank held Telephone and Data Systems as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.