GoalVest Advisory’s Teradyne TER Stock Holding History

GoalVest Advisory’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	$3.98M	Buy	8,236 +8,213	+35,709%	+$3.1M	0.74%	19
2026 Q1	$6.82K	Sell	23 -30	-57%	-$8.37K	﹤0.01%	381
2025 Q4	$10.3K	Buy	+53	New	+$9.09K	﹤0.01%	417
2023 Q4	–	Sell	-129	Closed	-$13K	–	485
2023 Q3	$13K	Buy	129 +6	+5%	+$633	0.01%	247
2023 Q2	$13.7K	Buy	+123	New	+$12.3K	0.01%	225

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

GoalVest Advisory's TER Position: Q2 2026 in Review

GoalVest Advisory increased its Teradyne (TER) stake by 35,709% in Q2 2026, buying an estimated $3.1M and bringing the position to 8,236 shares worth $3.98M. The position accounts for 0.74% of the portfolio, ranked #19.

GoalVest Advisory first reported a position in TER in Q2 2023 and has held it in 5 quarters since. 1,424 funds tracked by Wall St. Rank hold TER as of Q2 2026.

GoalVest Advisory held 8,236 shares of Teradyne worth $3.98M as of Q2 2026.
GoalVest Advisory bought 8,213 Teradyne shares in Q2 2026, an estimated $3.1M.
Teradyne made up 0.74% of GoalVest Advisory's portfolio in Q2 2026, its #19 holding.
GoalVest Advisory first reported a position in Teradyne in Q2 2023 and has held it in 5 quarters since.
1,424 funds tracked by Wall St. Rank held Teradyne as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.