JFS Wealth Advisors
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JFS Wealth Advisors’s Teradyne TER Stock Holding History

JFS Wealth Advisors’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
Q3 		$38.5K Buy
96
+1
+1% +$369 ﹤0.01% 594
2026
Q2 		$46K Buy
95
+1
+1% +$377 ﹤0.01% 563
2026
Q1 		$27.9K Buy
94
+16
+21% +$4.46K ﹤0.01% 659
2025
Q4 		$15.1K Buy
78
+47
+152% +$8.06K ﹤0.01% 844
2025
Q3 		$4.27K Buy
31
+1
+3% +$109 ﹤0.01% 1187
2025
Q2 		$2.7K Sell
30
-48
-62% -$3.84K ﹤0.01% 1305
2025
Q1 		$6.44K Sell
78
-1
-1% -$112 ﹤0.01% 1024
2024
Q4 		$9.9K Buy
79
+1
+1% +$118 ﹤0.01% 853
2024
Q3 		$10.4K Sell
78
-466
-86% -$62.8K ﹤0.01% 838
2024
Q2 		$80.7K Hold
544
– – 0.01% 352
2024
Q1 		$61.3K Buy
544
+1
+0.2% +$104 ﹤0.01% 390
2023
Q4 		$58.9K Buy
543
+2
+0.4% +$190 0.01% 381
2023
Q3 		$54.3K Buy
541
+9
+2% +$949 0.01% 368
2023
Q2 		$59.2K Sell
532
-15
-3% -$1.5K 0.01% 353
2023
Q1 		$58.8K Buy
547
+25
+5% +$2.56K 0.01% 350
2022
Q4 		$45.6K Buy
522
+58
+13% +$4.97K ﹤0.01% 376
2022
Q3 		$35K Sell
464
-51
-10% -$4.65K ﹤0.01% 450
2022
Q2 		$46K Buy
515
+26
+5% +$2.7K ﹤0.01% 407
2022
Q1 		$58K Buy
489
+13
+3% +$1.65K 0.01% 398
2021
Q4 		$78K Buy
+476
New +$67K 0.01% 350

Other funds holding TER

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

JFS Wealth Advisors's TER Position: Q3 2026 in Review

JFS Wealth Advisors increased its Teradyne (TER) stake by 1.1% in Q3 2026, buying an estimated $369 and bringing the position to 96 shares worth $38.5K. The position accounts for ﹤0.01% of the portfolio, ranked #594.

JFS Wealth Advisors first reported a position in TER in Q4 2021 and has held it in 20 quarters since. The position peaked at $80.7K in Q2 2024. 843 funds tracked by Wall St. Rank hold TER as of Q3 2026.

  • JFS Wealth Advisors held 96 shares of Teradyne worth $38.5K as of Q3 2026.
  • JFS Wealth Advisors bought 1 Teradyne share in Q3 2026, an estimated $369.
  • Teradyne made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q3 2026, its #594 holding.
  • JFS Wealth Advisors first reported a position in Teradyne in Q4 2021 and has held it in 20 quarters since.
  • JFS Wealth Advisors's Teradyne position peaked at $80.7K in Q2 2024.
  • 843 funds tracked by Wall St. Rank held Teradyne as of Q3 2026.

Based on JFS Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.