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 Q1	–	Sell	-4,313	Closed	-$835K	–	971
2025 Q4	$835K	Buy	+4,313	New	+$740K	0.04%	386

Other funds holding TER

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Kingswood Wealth Advisors's TER Position: Q1 2026 in Review

Kingswood Wealth Advisors sold out of Teradyne (TER) in Q1 2026, closing a stake of 4,313 shares — an estimated $835K sold.

Kingswood Wealth Advisors first reported a position in TER in Q4 2025 and held it in 1 quarter. The position peaked at $835K in Q4 2025. 1,223 funds tracked by Wall St. Rank hold TER as of Q1 2026.

Kingswood Wealth Advisors reported no remaining Teradyne position as of Q1 2026 after selling out during the quarter.
Kingswood Wealth Advisors sold 4,313 Teradyne shares in Q1 2026, an estimated $835K.
Kingswood Wealth Advisors first reported a position in Teradyne in Q4 2025 and held it in 1 quarter.
Kingswood Wealth Advisors's Teradyne position peaked at $835K in Q4 2025.
1,223 funds tracked by Wall St. Rank held Teradyne as of Q1 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.