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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Institute for Wealth Management's TER Position: Q1 2026 in Review

Institute for Wealth Management held its Teradyne (TER) position steady in Q1 2026 at 1,136 shares worth $337K. The position accounts for 0.04% of the portfolio, ranked #399.

Institute for Wealth Management first reported a position in TER in Q2 2021 and has held it in 4 quarters since. 1,223 funds tracked by Wall St. Rank hold TER as of Q1 2026.

Institute for Wealth Management held 1,136 shares of Teradyne worth $337K as of Q1 2026.
Institute for Wealth Management left its Teradyne share count unchanged in Q1 2026.
Teradyne made up 0.04% of Institute for Wealth Management's portfolio in Q1 2026, its #399 holding.
Institute for Wealth Management first reported a position in Teradyne in Q2 2021 and has held it in 4 quarters since.
1,223 funds tracked by Wall St. Rank held Teradyne as of Q1 2026.

Based on Institute for Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.