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Forum Financial Management’s Teradyne TER Stock Holding History

Forum Financial 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 		– Sell
-3,054
Closed -$591K – 916
2025
Q4 		$591K Buy
3,054
+12
+0.4% +$2.06K 0.01% 404
2025
Q3 		$419K Buy
+3,042
New +$332K 0.01% 546
2025
Q2 		– Sell
-3,752
Closed -$310K – 985
2025
Q1 		$310K Sell
3,752
-118
-3% -$13.2K 0.01% 578
2024
Q4 		$487K Buy
+3,870
New +$458K 0.01% 387
2024
Q3 		– Sell
-1,441
Closed -$214K – 785
2024
Q2 		$214K Buy
+1,441
New +$183K ﹤0.01% 647

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

Forum Financial Management's TER Position: Q1 2026 in Review

Forum Financial Management sold out of Teradyne (TER) in Q1 2026, closing a stake of 3,054 shares — an estimated $591K sold.

Forum Financial Management first reported a position in TER in Q2 2024 and held it in 5 quarters. The position peaked at $591K in Q4 2025. 1,223 funds tracked by Wall St. Rank hold TER as of Q1 2026.

  • Forum Financial Management reported no remaining Teradyne position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 3,054 Teradyne shares in Q1 2026, an estimated $591K.
  • Forum Financial Management first reported a position in Teradyne in Q2 2024 and held it in 5 quarters.
  • Forum Financial Management's Teradyne position peaked at $591K in Q4 2025.
  • 1,223 funds tracked by Wall St. Rank held Teradyne as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.