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Advocacy Wealth Management Services’s Teradyne TER Stock Holding History

Advocacy Wealth Management Services’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
Q2 		$904K Sell
1,868
-1,016
-35% -$383K 0.03% 107
2026
Q1 		$855K Sell
2,884
-2,001
-41% -$558K 0.04% 107
2025
Q4 		$946K Sell
4,885
-2,149
-31% -$369K 0.04% 104
2025
Q3 		$968K Buy
+7,034
New +$768K 0.04% 103

Other funds holding TER

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Advocacy Wealth Management Services's TER Position: Q2 2026 in Review

Advocacy Wealth Management Services reduced its Teradyne (TER) stake by 35% in Q2 2026, selling an estimated $383K and leaving 1,868 shares worth $904K. The position accounts for 0.03% of the portfolio, ranked #107.

Advocacy Wealth Management Services first reported a position in TER in Q3 2025 and has held it in 4 quarters since. The position peaked at $968K in Q3 2025. 1,429 funds tracked by Wall St. Rank hold TER as of Q2 2026.

  • Advocacy Wealth Management Services held 1,868 shares of Teradyne worth $904K as of Q2 2026.
  • Advocacy Wealth Management Services sold 1,016 Teradyne shares in Q2 2026, an estimated $383K.
  • Teradyne made up 0.03% of Advocacy Wealth Management Services's portfolio in Q2 2026, its #107 holding.
  • Advocacy Wealth Management Services first reported a position in Teradyne in Q3 2025 and has held it in 4 quarters since.
  • Advocacy Wealth Management Services's Teradyne position peaked at $968K in Q3 2025.
  • 1,429 funds tracked by Wall St. Rank held Teradyne as of Q2 2026.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2026, filed 29 Jul 2026.