JGIA
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Jackson Grant Investment Advisers’s Teradyne TER Stock Holding History

Jackson Grant Investment Advisers’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 		$2.67K Hold
9
– – ﹤0.01% 374
2025
Q4 		$1.74K Hold
9
– – ﹤0.01% 383
2025
Q3 		$1.24K Hold
9
– – ﹤0.01% 405
2025
Q2 		$809 Hold
9
– – ﹤0.01% 383
2025
Q1 		$743 Hold
9
– – ﹤0.01% 379
2024
Q4 		$1.13K Hold
9
– – ﹤0.01% 391
2024
Q3 		$1.21K Hold
9
– – ﹤0.01% 394
2024
Q2 		$1.33K Hold
9
– – ﹤0.01% 387
2024
Q1 		$1.01K Hold
9
– – ﹤0.01% 389
2023
Q4 		$977 Hold
9
– – ﹤0.01% 385
2023
Q3 		$904 Hold
9
– – ﹤0.01% 386
2023
Q2 		$1K Hold
9
– – ﹤0.01% 402
2023
Q1 		$968 Buy
+9
New +$920 ﹤0.01% 449

Other funds holding TER

BlackRock
BlackRock New York $5.7T 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 $431B AUM 30.22% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $22.1B AUM 51.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return