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Capital Advisors Inc’s Teradyne TER Stock Holding History

Capital Advisors Inc’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 		$313K Buy
+1,057
New +$295K 0.01% 293
2025
Q1 		– Sell
-2,741
Closed -$345K – 330
2024
Q4 		$345K Hold
2,741
– – 0.01% 231
2024
Q3 		$367K Hold
2,741
– – 0.01% 224
2024
Q2 		$406K Buy
+2,741
New +$348K 0.01% 214

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

Capital Advisors Inc's TER Position: Q1 2026 in Review

Capital Advisors Inc opened a new position in Teradyne (TER) in Q1 2026: 1,057 shares worth $313K. The stake represents 0.01% of the portfolio and ranks #293 among its holdings. This is a return to the name: Capital Advisors Inc previously reported a position in TER as recently as Q4 2024.

Capital Advisors Inc first reported a position in TER in Q2 2024 and has held it in 4 quarters since. The position peaked at $406K in Q2 2024. 1,223 funds tracked by Wall St. Rank hold TER as of Q1 2026.

  • Capital Advisors Inc held 1,057 shares of Teradyne worth $313K as of Q1 2026.
  • Teradyne was a new Capital Advisors Inc position in Q1 2026.
  • Teradyne made up 0.01% of Capital Advisors Inc's portfolio in Q1 2026, its #293 holding.
  • Capital Advisors Inc first reported a position in Teradyne in Q2 2024 and has held it in 4 quarters since.
  • Capital Advisors Inc's Teradyne position peaked at $406K in Q2 2024.
  • 1,223 funds tracked by Wall St. Rank held Teradyne as of Q1 2026.

Based on Capital Advisors Inc's 13F filing for Q1 2026, filed 27 Apr 2026.