Evermay Wealth Management
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Evermay Wealth Management’s Teradyne TER Stock Holding History

Evermay Wealth Management’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 		$106K Buy
264
+149
+130% +$55K 0.01% 273
2026
Q2 		$55.6K Buy
+115
New +$43.4K 0.01% 346
2021
Q3 		– Sell
-25
Closed -$3K – 524
2021
Q2 		$3K Buy
+25
New +$3.2K ﹤0.01% 475

Other funds holding TER

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Evermay Wealth Management's TER Position: Q3 2026 in Review

Evermay Wealth Management increased its Teradyne (TER) stake by 130% in Q3 2026, buying an estimated $55K and bringing the position to 264 shares worth $106K. The position accounts for 0.01% of the portfolio, ranked #273.

Evermay Wealth Management first reported a position in TER in Q2 2021 and has held it in 3 quarters since. 843 funds tracked by Wall St. Rank hold TER as of Q3 2026.

  • Evermay Wealth Management held 264 shares of Teradyne worth $106K as of Q3 2026.
  • Evermay Wealth Management bought 149 Teradyne shares in Q3 2026, an estimated $55K.
  • Teradyne made up 0.01% of Evermay Wealth Management's portfolio in Q3 2026, its #273 holding.
  • Evermay Wealth Management first reported a position in Teradyne in Q2 2021 and has held it in 3 quarters since.
  • 843 funds tracked by Wall St. Rank held Teradyne as of Q3 2026.

Based on Evermay Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.