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Exencial Wealth Advisors’s Teradyne TER Stock Holding History

Exencial 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 		$262K Buy
+883
New +$246K 0.01% 505
2023
Q4 		– Sell
-2,524
Closed -$254K – 490
2023
Q3 		$254K Buy
2,524
+5
+0.2% +$527 0.01% 381
2023
Q2 		$280K Sell
2,519
-399
-14% -$40K 0.01% 376
2023
Q1 		$314K Sell
2,918
-290
-9% -$29.7K 0.02% 347
2022
Q4 		$280K Sell
3,208
-675
-17% -$57.8K 0.02% 371
2022
Q3 		$292K Sell
3,883
-5,809
-60% -$530K 0.02% 346
2022
Q2 		$868K Sell
9,692
-85,438
-90% -$8.89M 0.05% 229
2022
Q1 		$11.2M Buy
95,130
+15,149
+19% +$1.92M 0.56% 49
2021
Q4 		$13.1M Sell
79,981
-22,283
-22% -$3.13M 0.63% 38
2021
Q3 		$11.2M Buy
102,264
+27,472
+37% +$3.34M 0.48% 47
2021
Q2 		$10M Buy
74,792
+2,053
+3% +$263K 0.54% 49
2021
Q1 		$8.85M Buy
72,739
+833
+1% +$105K 0.52% 53
2020
Q4 		$8.62M Sell
71,906
-10,496
-13% -$1.07M 0.59% 48
2020
Q3 		$6.55M Sell
82,402
-2,849
-3% -$242K 0.35% 84
2020
Q2 		$7.21M Buy
85,251
+2,144
+3% +$144K 0.62% 41
2020
Q1 		$4.5M Sell
83,107
-3,756
-4% -$238K 0.8% 35
2019
Q4 		$5.92M Buy
86,863
+796
+0.9% +$50.5K 1.03% 22
2019
Q3 		$4.98M Buy
86,067
+25,692
+43% +$1.36M 1.07% 24
2019
Q2 		$2.89M Sell
60,375
-2,075
-3% -$94.2K 0.68% 56
2019
Q1 		$2.49M Buy
+62,450
New +$2.33M 0.59% 60

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

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

Exencial Wealth Advisors opened a new position in Teradyne (TER) in Q1 2026: 883 shares worth $262K. The stake represents 0.01% of the portfolio and ranks #505 among its holdings. This is a return to the name: Exencial Wealth Advisors previously reported a position in TER as recently as Q3 2023.

Exencial Wealth Advisors first reported a position in TER in Q1 2019 and has held it in 20 quarters since. The position peaked at $13.1M in Q4 2021. 1,223 funds tracked by Wall St. Rank hold TER as of Q1 2026.

  • Exencial Wealth Advisors held 883 shares of Teradyne worth $262K as of Q1 2026.
  • Teradyne was a new Exencial Wealth Advisors position in Q1 2026.
  • Teradyne made up 0.01% of Exencial Wealth Advisors's portfolio in Q1 2026, its #505 holding.
  • Exencial Wealth Advisors first reported a position in Teradyne in Q1 2019 and has held it in 20 quarters since.
  • Exencial Wealth Advisors's Teradyne position peaked at $13.1M in Q4 2021.
  • 1,223 funds tracked by Wall St. Rank held Teradyne as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.