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Advisor OS’s Teradyne TER Stock Holding History

Advisor OS’s Portfolio TER Stock Details TER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$787K Buy
+2,653
New +$740K 0.06% 214
2025
Q2 		– Sell
-2,783
Closed -$230K – 482
2025
Q1 		$230K Sell
2,783
-437
-14% -$48.9K 0.03% 379
2024
Q4 		$405K Sell
3,220
-4,186
-57% -$495K 0.05% 264
2024
Q3 		$992K Sell
7,406
-3,220
-30% -$434K 0.1% 152
2024
Q2 		$1.58M Buy
10,626
+84
+0.8% +$10.7K 0.17% 105
2024
Q1 		$1.19M Buy
10,542
+978
+10% +$102K 0.14% 136
2023
Q4 		$1.04M Sell
9,564
-393
-4% -$37.3K 0.14% 139
2023
Q3 		$1M Buy
9,957
+387
+4% +$40.8K 0.15% 132
2023
Q2 		$1.07M Buy
9,570
+167
+2% +$16.7K 0.17% 114
2023
Q1 		$1.01M Buy
9,403
+385
+4% +$39.4K 0.24% 106
2022
Q4 		$788K Buy
9,018
+1,884
+26% +$161K 0.21% 113
2022
Q3 		$535K Sell
7,134
-1,309
-16% -$119K 0.16% 128
2022
Q2 		$758K Buy
8,443
+919
+12% +$95.6K 0.22% 105
2022
Q1 		$888K Buy
7,524
+768
+11% +$97.3K 0.26% 95
2021
Q4 		$1.1M Buy
6,756
+682
+11% +$95.9K 0.23% 101
2021
Q3 		$663K Buy
6,074
+821
+16% +$99.8K 0.14% 126
2021
Q2 		$703K Buy
5,253
+2,174
+71% +$278K 0.15% 112
2021
Q1 		$376K Buy
3,079
+660
+27% +$82.9K 0.09% 138
2020
Q4 		$290K Buy
+2,419
New +$247K 0.08% 109

Other funds holding TER

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Advisor OS's TER Position: Q1 2026 in Review

Advisor OS opened a new position in Teradyne (TER) in Q1 2026: 2,653 shares worth $787K. The stake represents 0.06% of the portfolio and ranks #214 among its holdings. This is a return to the name: Advisor OS previously reported a position in TER as recently as Q1 2025.

Advisor OS first reported a position in TER in Q4 2020 and has held it in 19 quarters since. The position peaked at $1.58M in Q2 2024. 1,223 funds tracked by Wall St. Rank hold TER as of Q1 2026.

  • Advisor OS held 2,653 shares of Teradyne worth $787K as of Q1 2026.
  • Teradyne was a new Advisor OS position in Q1 2026.
  • Teradyne made up 0.06% of Advisor OS's portfolio in Q1 2026, its #214 holding.
  • Advisor OS first reported a position in Teradyne in Q4 2020 and has held it in 19 quarters since.
  • Advisor OS's Teradyne position peaked at $1.58M in Q2 2024.
  • 1,223 funds tracked by Wall St. Rank held Teradyne as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.