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EP Wealth Advisors’s Teradyne TER Stock Holding History

EP Wealth Advisors’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 		$1.31M Buy
4,417
+34
+0.8% +$9.48K 0.01% 565
2025
Q4 		$848K Buy
+4,383
New +$752K ﹤0.01% 663
2025
Q2 		$357K Sell
3,973
-431
-10% -$34.4K ﹤0.01% 925
2025
Q1 		$364K Buy
4,404
+662
+18% +$74.1K ﹤0.01% 828
2024
Q4 		$471K Buy
3,742
+249
+7% +$29.5K ﹤0.01% 711
2024
Q3 		$468K Buy
3,493
+466
+15% +$62.8K ﹤0.01% 713
2024
Q2 		$449K Buy
3,027
+1,022
+51% +$130K ﹤0.01% 561
2024
Q1 		$226K Sell
2,005
-5,708
-74% -$595K ﹤0.01% 705
2023
Q4 		$837K Sell
7,713
-771
-9% -$73.1K 0.01% 399
2023
Q3 		$852K Buy
8,484
+1,047
+14% +$110K 0.01% 364
2023
Q2 		$942K Sell
7,437
-2,784
-27% -$279K 0.01% 347
2023
Q1 		$612K Buy
10,221
+845
+9% +$86.4K 0.01% 377
2022
Q4 		$819K Buy
+9,376
New +$804K 0.01% 317
2022
Q3 		– Sell
-11,124
Closed -$996K – 614
2022
Q2 		$996K Sell
11,124
-83
-0.7% -$8.63K 0.02% 259
2022
Q1 		$1.32M Sell
11,207
-84
-0.7% -$10.6K 0.03% 240
2021
Q4 		$1.85M Sell
11,291
-697
-6% -$98K 0.04% 192
2021
Q3 		$1.31M Buy
11,988
+87
+0.7% +$10.6K 0.04% 209
2021
Q2 		$1.59M Buy
11,901
+4,395
+59% +$562K 0.04% 200
2021
Q1 		$913K Sell
7,506
-45
-0.6% -$5.65K 0.03% 237
2020
Q4 		$905K Hold
7,551
– – 0.03% 204
2020
Q3 		$600K Buy
7,551
+60
+0.8% +$5.09K 0.03% 212
2020
Q2 		$633K Sell
7,491
-849
-10% -$56.9K 0.03% 218
2020
Q1 		$452K Buy
8,340
+268
+3% +$17K 0.02% 264
2019
Q4 		$550K Buy
+8,072
New +$513K 0.02% 266

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

EP Wealth Advisors's TER Position: Q1 2026 in Review

EP Wealth Advisors increased its Teradyne (TER) stake by 0.78% in Q1 2026, buying an estimated $9.48K and bringing the position to 4,417 shares worth $1.31M. The position accounts for 0.01% of the portfolio, ranked #565.

EP Wealth Advisors first reported a position in TER in Q4 2019 and has held it in 24 quarters since. The position peaked at $1.85M in Q4 2021. 1,223 funds tracked by Wall St. Rank hold TER as of Q1 2026.

  • EP Wealth Advisors held 4,417 shares of Teradyne worth $1.31M as of Q1 2026.
  • EP Wealth Advisors bought 34 Teradyne shares in Q1 2026, an estimated $9.48K.
  • Teradyne made up 0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #565 holding.
  • EP Wealth Advisors first reported a position in Teradyne in Q4 2019 and has held it in 24 quarters since.
  • EP Wealth Advisors's Teradyne position peaked at $1.85M in Q4 2021.
  • 1,223 funds tracked by Wall St. Rank held Teradyne as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.