AWM
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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
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

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

Axxcess Wealth Management's TER Position: Q1 2026 in Review

Axxcess Wealth Management reduced its Teradyne (TER) stake by 19% in Q1 2026, selling an estimated $208K and leaving 3,195 shares worth $947K. The position accounts for 0.03% of the portfolio, ranked #245.

Axxcess Wealth Management first reported a position in TER in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.59M in Q4 2021. 1,223 funds tracked by Wall St. Rank hold TER as of Q1 2026.

  • Axxcess Wealth Management held 3,195 shares of Teradyne worth $947K as of Q1 2026.
  • Axxcess Wealth Management sold 745 Teradyne shares in Q1 2026, an estimated $208K.
  • Teradyne made up 0.03% of Axxcess Wealth Management's portfolio in Q1 2026, its #245 holding.
  • Axxcess Wealth Management first reported a position in Teradyne in Q4 2021 and has held it in 18 quarters since.
  • Axxcess Wealth Management's Teradyne position peaked at $1.59M in Q4 2021.
  • 1,223 funds tracked by Wall St. Rank held Teradyne as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.