Fermata Advisors’s Teradyne TER Stock Holding History

Fermata 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 Q3	$289K	Sell	722 -94	-12%	-$34.7K	0.06%	216
2026 Q2	$395K	Sell	816 -58	-7%	-$21.9K	0.08%	174
2026 Q1	$259K	Buy	+874	New	+$244K	0.06%	203
2024 Q4	–	Sell	-1,957	Closed	-$262K	–	286
2024 Q3	$262K	Sell	1,957 -20	-1%	-$2.7K	0.05%	200
2024 Q2	$293K	Buy	+1,977	New	+$251K	0.07%	164
2022 Q2	–	Sell	-1,785	Closed	-$211K	–	196
2022 Q1	$211K	Sell	1,785 -227	-11%	-$28.8K	0.08%	171
2021 Q4	$329K	Buy	2,012 +5	+0.2%	+$703	0.12%	121
2021 Q3	$219K	Sell	2,007 -56	-3%	-$6.8K	0.1%	164
2021 Q2	$277K	Buy	+2,063	New	+$264K	0.16%	110

Other funds holding TER

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Franklin Street Advisors Chapel Hill, North Carolina $1.82B AUM 22.19% 1-Year Est. Return

Fermata Advisors's TER Position: Q3 2026 in Review

Fermata Advisors reduced its Teradyne (TER) stake by 12% in Q3 2026, selling an estimated $34.7K and leaving 722 shares worth $289K. The position accounts for 0.06% of the portfolio, ranked #216.

Fermata Advisors first reported a position in TER in Q2 2021 and has held it in 9 quarters since. The position peaked at $395K in Q2 2026. 295 funds tracked by Wall St. Rank hold TER as of Q3 2026.

Fermata Advisors held 722 shares of Teradyne worth $289K as of Q3 2026.
Fermata Advisors sold 94 Teradyne shares in Q3 2026, an estimated $34.7K.
Teradyne made up 0.06% of Fermata Advisors's portfolio in Q3 2026, its #216 holding.
Fermata Advisors first reported a position in Teradyne in Q2 2021 and has held it in 9 quarters since.
Fermata Advisors's Teradyne position peaked at $395K in Q2 2026.
295 funds tracked by Wall St. Rank held Teradyne as of Q3 2026.

Based on Fermata Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.