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Elevation Wealth Partners’s Teradyne TER Stock Holding History

Elevation Wealth Partners’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 		$15.2K Sell
38
-33
-46% -$12.2K ﹤0.01% 755
2026
Q2 		$34.4K Buy
71
+66
+1,320% +$24.9K 0.01% 409
2026
Q1 		$1.48K Buy
+5
New +$1.39K ﹤0.01% 954

Other funds holding TER

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
BAM
Bell Asset Management Melbourne, Australia $277M AUM 2.32% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
NFGCM
Norman Fields Gottscho Capital Management New York $329M AUM 22.06% 1-Year Est. Return
WC
Westwind Capital Las Cruces, New Mexico $426M AUM 21.56% 1-Year Est. Return

Elevation Wealth Partners's TER Position: Q3 2026 in Review

Elevation Wealth Partners reduced its Teradyne (TER) stake by 46% in Q3 2026, selling an estimated $12.2K and leaving 38 shares worth $15.2K. The position accounts for ﹤0.01% of the portfolio, ranked #755.

Elevation Wealth Partners first reported a position in TER in Q1 2026 and has held it in 3 quarters since. The position peaked at $34.4K in Q2 2026. 42 funds tracked by Wall St. Rank hold TER as of Q3 2026.

  • Elevation Wealth Partners held 38 shares of Teradyne worth $15.2K as of Q3 2026.
  • Elevation Wealth Partners sold 33 Teradyne shares in Q3 2026, an estimated $12.2K.
  • Teradyne made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #755 holding.
  • Elevation Wealth Partners first reported a position in Teradyne in Q1 2026 and has held it in 3 quarters since.
  • Elevation Wealth Partners's Teradyne position peaked at $34.4K in Q2 2026.
  • 42 funds tracked by Wall St. Rank held Teradyne as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.