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Bogart Wealth LLC’s Teradyne TER Stock Holding History

Bogart Wealth LLC’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 		$14.5K Sell
30
-958
-97% -$361K ﹤0.01% 897
2026
Q1 		$293K Buy
988
+976
+8,133% +$272K 0.01% 217
2025
Q4 		$2.32K Sell
12
-2
-14% -$343 ﹤0.01% 1153
2025
Q3 		$1.93K Buy
14
+8
+133% +$874 ﹤0.01% 1164
2025
Q2 		$540 Sell
6
-34
-85% -$2.72K ﹤0.01% 1328
2025
Q1 		$3.3K Buy
+40
New +$4.47K ﹤0.01% 984
2022
Q4 		– Sell
-85
Closed -$6K – 1195
2022
Q3 		$6K Buy
+85
New +$7.75K ﹤0.01% 667

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

Bogart Wealth LLC's TER Position: Q2 2026 in Review

Bogart Wealth LLC reduced its Teradyne (TER) stake by 97% in Q2 2026, selling an estimated $361K and leaving 30 shares worth $14.5K. The position accounts for ﹤0.01% of the portfolio, ranked #897.

Bogart Wealth LLC first reported a position in TER in Q3 2022 and has held it in 7 quarters since. The position peaked at $293K in Q1 2026. 1,429 funds tracked by Wall St. Rank hold TER as of Q2 2026.

  • Bogart Wealth LLC held 30 shares of Teradyne worth $14.5K as of Q2 2026.
  • Bogart Wealth LLC sold 958 Teradyne shares in Q2 2026, an estimated $361K.
  • Teradyne made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #897 holding.
  • Bogart Wealth LLC first reported a position in Teradyne in Q3 2022 and has held it in 7 quarters since.
  • Bogart Wealth LLC's Teradyne position peaked at $293K in Q1 2026.
  • 1,429 funds tracked by Wall St. Rank held Teradyne as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.