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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
Q2 		$5.47M Sell
11,306
-158
-1% -$59.6K 0.04% 442
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 $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

Integrated Wealth Concepts's TER Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its Teradyne (TER) stake by 1.4% in Q2 2026, selling an estimated $59.6K and leaving 11,306 shares worth $5.47M. The position accounts for 0.04% of the portfolio, ranked #442.

Integrated Wealth Concepts first reported a position in TER in Q4 2020 and has held it in 21 quarters since. 1,427 funds tracked by Wall St. Rank hold TER as of Q2 2026.

  • Integrated Wealth Concepts held 11,306 shares of Teradyne worth $5.47M as of Q2 2026.
  • Integrated Wealth Concepts sold 158 Teradyne shares in Q2 2026, an estimated $59.6K.
  • Teradyne made up 0.04% of Integrated Wealth Concepts's portfolio in Q2 2026, its #442 holding.
  • Integrated Wealth Concepts first reported a position in Teradyne in Q4 2020 and has held it in 21 quarters since.
  • 1,427 funds tracked by Wall St. Rank held Teradyne as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.