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Institute for Wealth Management’s Teradyne TER Stock Holding History

Institute for Wealth Management’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 		$550K Hold
1,136
– – 0.05% 307
2026
Q1 		$337K Hold
1,136
– – 0.04% 399
2025
Q4 		$220K Buy
+1,136
New +$195K 0.02% 511
2022
Q1 		– Sell
-1,470
Closed -$240K – 565
2021
Q4 		$240K Buy
+1,470
New +$207K 0.04% 426
2021
Q3 		– Sell
-1,496
Closed -$200K – 502
2021
Q2 		$200K Buy
+1,496
New +$191K 0.04% 468

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 $3.38T AUM 44.17% 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

Institute for Wealth Management's TER Position: Q2 2026 in Review

Institute for Wealth Management held its Teradyne (TER) position steady in Q2 2026 at 1,136 shares worth $550K. The position accounts for 0.05% of the portfolio, ranked #307.

Institute for Wealth Management first reported a position in TER in Q2 2021 and has held it in 5 quarters since. 1,429 funds tracked by Wall St. Rank hold TER as of Q2 2026.

  • Institute for Wealth Management held 1,136 shares of Teradyne worth $550K as of Q2 2026.
  • Institute for Wealth Management left its Teradyne share count unchanged in Q2 2026.
  • Teradyne made up 0.05% of Institute for Wealth Management's portfolio in Q2 2026, its #307 holding.
  • Institute for Wealth Management first reported a position in Teradyne in Q2 2021 and has held it in 5 quarters since.
  • 1,429 funds tracked by Wall St. Rank held Teradyne as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.