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Holistic Planning’s Teradyne TER Stock Holding History

Holistic Planning’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 		$208K Buy
+430
New +$162K 0.03% 324

Other funds holding TER

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Holistic Planning's TER Position: Q2 2026 in Review

Holistic Planning opened a new position in Teradyne (TER) in Q2 2026: 430 shares worth $208K. The stake represents 0.03% of the portfolio and ranks #324 among its holdings.

1,418 funds tracked by Wall St. Rank hold TER as of Q2 2026.

  • Holistic Planning held 430 shares of Teradyne worth $208K as of Q2 2026.
  • Teradyne was a new Holistic Planning position in Q2 2026.
  • Teradyne made up 0.03% of Holistic Planning's portfolio in Q2 2026, its #324 holding.
  • 1,418 funds tracked by Wall St. Rank held Teradyne as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.