Independent Financial Group’s Teradyne TER Stock Holding History

Independent Financial Group’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	$3.42M	Buy	7,071 +1,770	+33%	+$668K	0.06%	317
2026 Q1	$1.57M	Sell	5,301 -2,241	-30%	-$625K	0.04%	472
2025 Q4	$1.46M	Buy	7,542 +5,953	+375%	+$1.02M	0.03%	493
2025 Q3	$219K	Buy	+1,589	New	+$174K	0.01%	1244
2025 Q1	–	Sell	-1,651	Closed	-$208K	–	1265
2024 Q4	$208K	Sell	1,651 -119	-7%	-$14.1K	0.01%	1084
2024 Q3	$237K	Sell	1,770 -935	-35%	-$126K	0.01%	970
2024 Q2	$401K	Sell	2,705 -632	-19%	-$80.3K	0.02%	693
2024 Q1	$377K	Sell	3,337 -1,536	-32%	-$160K	0.02%	684
2023 Q4	$529K	Buy	4,873 +1,736	+55%	+$165K	0.03%	538
2023 Q3	$315K	Buy	3,137 +1,005	+47%	+$106K	0.02%	641
2023 Q2	$237K	Sell	2,132 -290	-12%	-$29.1K	0.02%	752
2023 Q1	$260K	Buy	+2,422	New	+$248K	0.02%	672

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

Independent Financial Group's TER Position: Q2 2026 in Review

Independent Financial Group increased its Teradyne (TER) stake by 33% in Q2 2026, buying an estimated $668K and bringing the position to 7,071 shares worth $3.42M. The position accounts for 0.06% of the portfolio, ranked #317.

Independent Financial Group first reported a position in TER in Q1 2023 and has held it in 12 quarters since. 1,418 funds tracked by Wall St. Rank hold TER as of Q2 2026.

Independent Financial Group held 7,071 shares of Teradyne worth $3.42M as of Q2 2026.
Independent Financial Group bought 1,770 Teradyne shares in Q2 2026, an estimated $668K.
Teradyne made up 0.06% of Independent Financial Group's portfolio in Q2 2026, its #317 holding.
Independent Financial Group first reported a position in Teradyne in Q1 2023 and has held it in 12 quarters since.
1,418 funds tracked by Wall St. Rank held Teradyne as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.