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 Q3	$3.56M	Buy	8,890 +654	+8%	+$241K	0.62%	21
2026 Q2	$3.98M	Buy	8,236 +8,213	+35,709%	+$3.1M	0.74%	19
2026 Q1	$6.82K	Sell	23 -30	-57%	-$8.36K	﹤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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

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

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

GoalVest Advisory's TER Position: Q3 2026 in Review

GoalVest Advisory increased its Teradyne (TER) stake by 7.9% in Q3 2026, buying an estimated $241K and bringing the position to 8,890 shares worth $3.56M. The position accounts for 0.62% of the portfolio, ranked #21.

GoalVest Advisory first reported a position in TER in Q2 2023 and has held it in 6 quarters since. The position peaked at $3.98M in Q2 2026. 843 funds tracked by Wall St. Rank hold TER as of Q3 2026.

GoalVest Advisory held 8,890 shares of Teradyne worth $3.56M as of Q3 2026.
GoalVest Advisory bought 654 Teradyne shares in Q3 2026, an estimated $241K.
Teradyne made up 0.62% of GoalVest Advisory's portfolio in Q3 2026, its #21 holding.
GoalVest Advisory first reported a position in Teradyne in Q2 2023 and has held it in 6 quarters since.
GoalVest Advisory's Teradyne position peaked at $3.98M in Q2 2026.
843 funds tracked by Wall St. Rank held Teradyne as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.