IAA
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Independent Advisor Alliance’s Teradyne TER Stock Holding History

Independent Advisor Alliance’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 		$1.2M Sell
2,485
-1,572
-39% -$593K 0.03% 412
2026
Q1 		$1.2M Buy
4,057
+2,054
+103% +$573K 0.01% 738
2025
Q4 		$388K Buy
+2,003
New +$344K 0.01% 721

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

Independent Advisor Alliance's TER Position: Q2 2026 in Review

Independent Advisor Alliance reduced its Teradyne (TER) stake by 39% in Q2 2026, selling an estimated $593K and leaving 2,485 shares worth $1.2M. The position accounts for 0.03% of the portfolio, ranked #412.

Independent Advisor Alliance first reported a position in TER in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.2M in Q1 2026. 1,424 funds tracked by Wall St. Rank hold TER as of Q2 2026.

  • Independent Advisor Alliance held 2,485 shares of Teradyne worth $1.2M as of Q2 2026.
  • Independent Advisor Alliance sold 1,572 Teradyne shares in Q2 2026, an estimated $593K.
  • Teradyne made up 0.03% of Independent Advisor Alliance's portfolio in Q2 2026, its #412 holding.
  • Independent Advisor Alliance first reported a position in Teradyne in Q4 2025 and has held it in 3 quarters since.
  • Independent Advisor Alliance's Teradyne position peaked at $1.2M in Q1 2026.
  • 1,424 funds tracked by Wall St. Rank held Teradyne as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.