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Focused Wealth Management’s Teradyne TER Stock Holding History

Focused 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
Q1 		$513K Sell
1,731
-293
-14% -$81.7K 0.05% 112
2025
Q4 		$392K Sell
2,024
-43
-2% -$7.38K 0.04% 125
2025
Q3 		$285K Buy
+2,067
New +$226K 0.03% 150
2025
Q1 		– Sell
-2,435
Closed -$307K – 217
2024
Q4 		$307K Hold
2,435
– – 0.04% 115
2024
Q3 		$326K Hold
2,435
– – 0.04% 143
2024
Q2 		$361K Buy
+2,435
New +$309K 0.05% 119
2023
Q4 		– Sell
-401
Closed -$40.3K – 1099
2023
Q3 		$40.3K Hold
401
– – 0.01% 319
2023
Q2 		$44.6K Buy
+401
New +$40.2K 0.01% 322
2018
Q2 		– Sell
-3,900
Closed -$178K – 737
2018
Q1 		$178K Hold
3,900
– – 0.06% 173
2017
Q4 		$163K Buy
+3,900
New +$161K 0.05% 181

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

Focused Wealth Management's TER Position: Q1 2026 in Review

Focused Wealth Management reduced its Teradyne (TER) stake by 14% in Q1 2026, selling an estimated $81.7K and leaving 1,731 shares worth $513K. The position accounts for 0.05% of the portfolio, ranked #112.

Focused Wealth Management first reported a position in TER in Q4 2017 and has held it in 10 quarters since. 1,223 funds tracked by Wall St. Rank hold TER as of Q1 2026.

  • Focused Wealth Management held 1,731 shares of Teradyne worth $513K as of Q1 2026.
  • Focused Wealth Management sold 293 Teradyne shares in Q1 2026, an estimated $81.7K.
  • Teradyne made up 0.05% of Focused Wealth Management's portfolio in Q1 2026, its #112 holding.
  • Focused Wealth Management first reported a position in Teradyne in Q4 2017 and has held it in 10 quarters since.
  • 1,223 funds tracked by Wall St. Rank held Teradyne as of Q1 2026.

Based on Focused Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.