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Integrated Wealth Concepts’s Teradyne TER Stock Holding History

Integrated Wealth Concepts’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 		$3.4M Buy
11,464
+7,132
+165% +$1.99M 0.03% 560
2025
Q4 		$839K Buy
+4,332
New +$743K 0.01% 849
2025
Q2 		– Sell
-4,136
Closed -$342K – 2003
2025
Q1 		$342K Buy
4,136
+468
+13% +$52.4K ﹤0.01% 1332
2024
Q4 		$462K Sell
3,668
-69
-2% -$8.17K 0.01% 1162
2024
Q3 		$501K Buy
3,737
+13
+0.3% +$1.75K 0.01% 1082
2024
Q2 		$552K Buy
3,724
+1,467
+65% +$186K 0.01% 1004
2024
Q1 		$255K Sell
2,257
-215
-9% -$22.4K ﹤0.01% 1409
2023
Q4 		$268K Sell
2,472
-602
-20% -$57.1K ﹤0.01% 1319
2023
Q3 		$309K Sell
3,074
-56
-2% -$5.91K 0.01% 1213
2023
Q2 		$348K Sell
3,130
-24
-0.8% -$2.41K 0.01% 1153
2023
Q1 		$339K Buy
3,154
+155
+5% +$15.9K 0.01% 1002
2022
Q4 		$262K Buy
2,999
+314
+12% +$26.9K 0.01% 855
2022
Q3 		$202K Sell
2,685
-7
-0.3% -$638 0.01% 868
2022
Q2 		$241K Buy
2,692
+75
+3% +$7.8K 0.01% 824
2022
Q1 		$309K Buy
2,617
+155
+6% +$19.6K 0.01% 730
2021
Q4 		$403K Sell
2,462
-388
-14% -$54.6K 0.01% 664
2021
Q3 		$311K Sell
2,850
-49
-2% -$5.96K 0.01% 731
2021
Q2 		$388K Buy
2,899
+246
+9% +$31.5K 0.01% 592
2021
Q1 		$323K Buy
2,653
+146
+6% +$18.3K 0.01% 573
2020
Q4 		$301K Buy
+2,507
New +$256K 0.01% 514

Other funds holding TER

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Integrated Wealth Concepts's TER Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Teradyne (TER) stake by 165% in Q1 2026, buying an estimated $1.99M and bringing the position to 11,464 shares worth $3.4M. The position accounts for 0.03% of the portfolio, ranked #560.

Integrated Wealth Concepts first reported a position in TER in Q4 2020 and has held it in 20 quarters since. 1,223 funds tracked by Wall St. Rank hold TER as of Q1 2026.

  • Integrated Wealth Concepts held 11,464 shares of Teradyne worth $3.4M as of Q1 2026.
  • Integrated Wealth Concepts bought 7,132 Teradyne shares in Q1 2026, an estimated $1.99M.
  • Teradyne made up 0.03% of Integrated Wealth Concepts's portfolio in Q1 2026, its #560 holding.
  • Integrated Wealth Concepts first reported a position in Teradyne in Q4 2020 and has held it in 20 quarters since.
  • 1,223 funds tracked by Wall St. Rank held Teradyne as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.