Cape Investment Advisory’s Teradyne TER Stock Holding History

Cape Investment Advisory’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	$18.9K	Buy	+39	New	+$14.7K	0.01%	712
2026 Q1	–	Sell	-52	Closed	-$10.1K	–	1099
2025 Q4	$10.1K	Hold	52	–	–	﹤0.01%	756
2025 Q3	$7.16K	Hold	52	–	–	0.01%	461
2025 Q2	$4.68K	Sell	52 -1	-2%	-$80	﹤0.01%	773
2025 Q1	$4.38K	Hold	53	–	–	﹤0.01%	776
2024 Q4	$6.67K	Buy	53 +1	+2%	+$118	﹤0.01%	672
2024 Q3	$6.96K	Buy	52 +17	+49%	+$2.29K	﹤0.01%	629
2024 Q2	$5.19K	Hold	35	–	–	﹤0.01%	657
2024 Q1	$3.95K	Sell	35 -23	-40%	-$2.4K	﹤0.01%	681
2023 Q4	$6.29K	Buy	58 +23	+66%	+$2.18K	﹤0.01%	741
2023 Q3	$3.52K	Hold	35	–	–	﹤0.01%	718
2023 Q2	$3.9K	Hold	35	–	–	﹤0.01%	692
2023 Q1	$3.76K	Buy	+35	New	+$3.58K	﹤0.01%	730

Other funds holding TER

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Cape Investment Advisory's TER Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Teradyne (TER) in Q2 2026: 39 shares worth $18.9K. The stake represents 0.01% of the portfolio and ranks #712 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in TER as recently as Q4 2025.

Cape Investment Advisory first reported a position in TER in Q1 2023 and has held it in 13 quarters since. 1,429 funds tracked by Wall St. Rank hold TER as of Q2 2026.

Cape Investment Advisory held 39 shares of Teradyne worth $18.9K as of Q2 2026.
Teradyne was a new Cape Investment Advisory position in Q2 2026.
Teradyne made up 0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #712 holding.
Cape Investment Advisory first reported a position in Teradyne in Q1 2023 and has held it in 13 quarters since.
1,429 funds tracked by Wall St. Rank held Teradyne as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.