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Aspen Wealth Strategies’s Teradyne TER Stock Holding History

Aspen Wealth Strategies’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 		$749K Sell
1,547
-2,593
-63% -$978K 0.36% 37
2026
Q1 		$1.23M Sell
4,140
-155
-4% -$43.2K 0.66% 30
2025
Q4 		$831K Buy
4,295
+102
+2% +$17.5K 0.45% 35
2025
Q3 		$577K Buy
+4,193
New +$458K 0.32% 46

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 $3.37T AUM 44.26% 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

Aspen Wealth Strategies's TER Position: Q2 2026 in Review

Aspen Wealth Strategies reduced its Teradyne (TER) stake by 63% in Q2 2026, selling an estimated $978K and leaving 1,547 shares worth $749K. The position accounts for 0.36% of the portfolio, ranked #37.

Aspen Wealth Strategies first reported a position in TER in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.23M in Q1 2026. 1,424 funds tracked by Wall St. Rank hold TER as of Q2 2026.

  • Aspen Wealth Strategies held 1,547 shares of Teradyne worth $749K as of Q2 2026.
  • Aspen Wealth Strategies sold 2,593 Teradyne shares in Q2 2026, an estimated $978K.
  • Teradyne made up 0.36% of Aspen Wealth Strategies's portfolio in Q2 2026, its #37 holding.
  • Aspen Wealth Strategies first reported a position in Teradyne in Q3 2025 and has held it in 4 quarters since.
  • Aspen Wealth Strategies's Teradyne position peaked at $1.23M in Q1 2026.
  • 1,424 funds tracked by Wall St. Rank held Teradyne as of Q2 2026.

Based on Aspen Wealth Strategies's 13F filing for Q2 2026, filed 7 Aug 2026.