Axxcess Wealth Management
TER icon

Axxcess Wealth Management’s Teradyne TER Stock Holding History

Axxcess Wealth Management’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
Q3 		$585K Sell
1,460
-1,270
-47% -$468K 0.02% 519
2026
Q2 		$1.32M Sell
2,730
-465
-15% -$175K 0.02% 463
2026
Q1 		$947K Sell
3,195
-745
-19% -$208K 0.03% 245
2025
Q4 		$763K Sell
3,940
-731
-16% -$125K 0.01% 568
2025
Q3 		$643K Buy
4,671
+2,228
+91% +$243K 0.01% 560
2025
Q2 		$220K Sell
2,443
-622
-20% -$49.7K 0.01% 819
2025
Q1 		$253K Sell
3,065
-4,279
-58% -$479K 0.01% 741
2024
Q4 		$925K Sell
7,344
-2,001
-21% -$237K 0.02% 415
2024
Q3 		$1.25M Sell
9,345
-68
-0.7% -$9.17K 0.03% 345
2024
Q2 		$1.4M Sell
9,413
-381
-4% -$48.4K 0.04% 315
2024
Q1 		$1.11M Buy
9,794
+396
+4% +$41.3K 0.03% 354
2023
Q4 		$1.02M Sell
9,398
-1,056
-10% -$100K 0.03% 350
2023
Q3 		$1.05M Buy
10,454
+4,930
+89% +$520K 0.04% 312
2023
Q2 		$615K Buy
5,524
+500
+10% +$50.1K 0.04% 301
2023
Q1 		$540K Sell
5,024
-38
-0.8% -$3.89K 0.04% 361
2022
Q4 		$442K Buy
5,062
+2,283
+82% +$196K 0.04% 381
2022
Q3 		$209K Sell
2,779
-1,147
-29% -$105K 0.02% 490
2022
Q2 		$352K Sell
3,926
-4,435
-53% -$461K 0.03% 369
2022
Q1 		$988K Sell
8,361
-1,351
-14% -$171K 0.08% 216
2021
Q4 		$1.59M Buy
+9,712
New +$1.37M 0.12% 145

Other funds holding TER

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Axxcess Wealth Management's TER Position: Q3 2026 in Review

Axxcess Wealth Management reduced its Teradyne (TER) stake by 47% in Q3 2026, selling an estimated $468K and leaving 1,460 shares worth $585K. The position accounts for 0.02% of the portfolio, ranked #519.

Axxcess Wealth Management first reported a position in TER in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.59M in Q4 2021. 758 funds tracked by Wall St. Rank hold TER as of Q3 2026.

  • Axxcess Wealth Management held 1,460 shares of Teradyne worth $585K as of Q3 2026.
  • Axxcess Wealth Management sold 1,270 Teradyne shares in Q3 2026, an estimated $468K.
  • Teradyne made up 0.02% of Axxcess Wealth Management's portfolio in Q3 2026, its #519 holding.
  • Axxcess Wealth Management first reported a position in Teradyne in Q4 2021 and has held it in 20 quarters since.
  • Axxcess Wealth Management's Teradyne position peaked at $1.59M in Q4 2021.
  • 758 funds tracked by Wall St. Rank held Teradyne as of Q3 2026.

Based on Axxcess Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.