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Kingswood Wealth Advisors’s Teradyne TER Stock Holding History

Kingswood 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
Q2 		$229K Buy
+473
New +$178K 0.01% 902
2026
Q1 		– Sell
-4,313
Closed -$835K – 971
2025
Q4 		$835K Buy
+4,313
New +$740K 0.04% 386

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 $3.38T AUM 44.17% 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

Kingswood Wealth Advisors's TER Position: Q2 2026 in Review

Kingswood Wealth Advisors opened a new position in Teradyne (TER) in Q2 2026: 473 shares worth $229K. The stake represents 0.01% of the portfolio and ranks #902 among its holdings. This is a return to the name: Kingswood Wealth Advisors previously reported a position in TER as recently as Q4 2025.

Kingswood Wealth Advisors first reported a position in TER in Q4 2025 and has held it in 2 quarters since. The position peaked at $835K in Q4 2025. 1,429 funds tracked by Wall St. Rank hold TER as of Q2 2026.

  • Kingswood Wealth Advisors held 473 shares of Teradyne worth $229K as of Q2 2026.
  • Teradyne was a new Kingswood Wealth Advisors position in Q2 2026.
  • Teradyne made up 0.01% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #902 holding.
  • Kingswood Wealth Advisors first reported a position in Teradyne in Q4 2025 and has held it in 2 quarters since.
  • Kingswood Wealth Advisors's Teradyne position peaked at $835K in Q4 2025.
  • 1,429 funds tracked by Wall St. Rank held Teradyne as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.