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Lake Street Private Wealth’s Teradyne TER Stock Holding History

Lake Street Private Wealth’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 		$1.71M Sell
3,525
-405
-10% -$153K 0.2% 94
2026
Q1 		$1.17M Sell
3,930
-603
-13% -$168K 0.15% 108
2025
Q4 		$877K Sell
4,533
-443
-9% -$76K 0.11% 125
2025
Q3 		$685K Buy
4,976
+215
+5% +$23.5K 0.09% 136
2025
Q2 		$428K Buy
4,761
+851
+22% +$68K 0.06% 178
2025
Q1 		$323K Sell
3,910
-240
-6% -$26.8K 0.05% 191
2024
Q4 		$523K Sell
4,150
-940
-18% -$111K 0.08% 147
2024
Q3 		$682K Sell
5,090
-349
-6% -$47K 0.11% 138
2024
Q2 		$807K Sell
5,439
-175
-3% -$22.2K 0.1% 167
2024
Q1 		$633K Buy
5,614
+85
+2% +$8.86K 0.09% 197
2023
Q4 		$600K Buy
5,529
+676
+14% +$64.1K 0.09% 191
2023
Q3 		$484K Buy
4,853
+45
+0.9% +$4.75K 0.09% 187
2023
Q2 		$535K Sell
4,808
-520
-10% -$52.1K 0.09% 178
2023
Q1 		$573K Sell
5,328
-839
-14% -$85.8K 0.11% 171
2022
Q4 		$539K Buy
6,167
+365
+6% +$31.3K 0.11% 174
2022
Q3 		$436K Buy
5,802
+182
+3% +$16.6K 0.1% 179
2022
Q2 		$503K Buy
5,620
+285
+5% +$29.6K 0.11% 167
2022
Q1 		$631K Buy
5,335
+725
+16% +$91.8K 0.11% 168
2021
Q4 		$754K Buy
4,610
+251
+6% +$35.3K 0.13% 156
2021
Q3 		$476K Sell
4,359
-85
-2% -$10.3K 0.12% 151
2021
Q2 		$575K Sell
4,444
-85
-2% -$10.9K 0.15% 134
2021
Q1 		$551K Sell
4,529
-800
-15% -$101K 0.15% 133
2020
Q4 		$639K Sell
5,329
-230
-4% -$23.5K 0.18% 116
2020
Q3 		$442K Sell
5,559
-47
-0.8% -$3.99K 0.15% 119
2020
Q2 		$473K Buy
+5,606
New +$376K 0.18% 106

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

Lake Street Private Wealth's TER Position: Q2 2026 in Review

Lake Street Private Wealth reduced its Teradyne (TER) stake by 10% in Q2 2026, selling an estimated $153K and leaving 3,525 shares worth $1.71M. The position accounts for 0.2% of the portfolio, ranked #94.

Lake Street Private Wealth first reported a position in TER in Q2 2020 and has held it in 25 quarters since. 1,429 funds tracked by Wall St. Rank hold TER as of Q2 2026.

  • Lake Street Private Wealth held 3,525 shares of Teradyne worth $1.71M as of Q2 2026.
  • Lake Street Private Wealth sold 405 Teradyne shares in Q2 2026, an estimated $153K.
  • Teradyne made up 0.2% of Lake Street Private Wealth's portfolio in Q2 2026, its #94 holding.
  • Lake Street Private Wealth first reported a position in Teradyne in Q2 2020 and has held it in 25 quarters since.
  • 1,429 funds tracked by Wall St. Rank held Teradyne as of Q2 2026.

Based on Lake Street Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.