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 Q2	$210K	Buy	+434	New	+$164K	﹤0.01%	323
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Forum Financial Management's TER Position: Q2 2026 in Review

Forum Financial Management opened a new position in Teradyne (TER) in Q2 2026: 434 shares worth $210K. The stake represents ﹤0.01% of the portfolio and ranks #323 among its holdings. This is a return to the name: Forum Financial Management previously reported a position in TER as recently as Q4 2025.

Forum Financial Management first reported a position in TER in Q2 2024 and has held it in 6 quarters since. The position peaked at $591K in Q4 2025. 1,424 funds tracked by Wall St. Rank hold TER as of Q2 2026.

Forum Financial Management held 434 shares of Teradyne worth $210K as of Q2 2026.
Teradyne was a new Forum Financial Management position in Q2 2026.
Teradyne made up ﹤0.01% of Forum Financial Management's portfolio in Q2 2026, its #323 holding.
Forum Financial Management first reported a position in Teradyne in Q2 2024 and has held it in 6 quarters since.
Forum Financial Management's Teradyne position peaked at $591K in Q4 2025.
1,424 funds tracked by Wall St. Rank held Teradyne as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.