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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
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 $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

Advocacy Wealth Management Services's TER Position: Q1 2026 in Review

Advocacy Wealth Management Services reduced its Teradyne (TER) stake by 41% in Q1 2026, selling an estimated $558K and leaving 2,884 shares worth $855K. The position accounts for 0.04% of the portfolio, ranked #107.

Advocacy Wealth Management Services first reported a position in TER in Q3 2025 and has held it in 3 quarters since. The position peaked at $968K in Q3 2025. 1,223 funds tracked by Wall St. Rank hold TER as of Q1 2026.

  • Advocacy Wealth Management Services held 2,884 shares of Teradyne worth $855K as of Q1 2026.
  • Advocacy Wealth Management Services sold 2,001 Teradyne shares in Q1 2026, an estimated $558K.
  • Teradyne made up 0.04% of Advocacy Wealth Management Services's portfolio in Q1 2026, its #107 holding.
  • Advocacy Wealth Management Services first reported a position in Teradyne in Q3 2025 and has held it in 3 quarters since.
  • Advocacy Wealth Management Services's Teradyne position peaked at $968K in Q3 2025.
  • 1,223 funds tracked by Wall St. Rank held Teradyne as of Q1 2026.

Based on Advocacy Wealth Management Services's 13F filing for Q1 2026, filed 12 May 2026.