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LifeGoal Wealth Advisors’s Teradyne TER Stock Holding History

LifeGoal 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 		$400K Buy
827
+24
+3% +$9.05K 0.18% 79
2026
Q1 		$251K Buy
+803
New +$224K 0.14% 93

Other funds holding TER

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
TEC
Tensor Edge Capital Weston, Massachusetts $1.51B AUM
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

LifeGoal Wealth Advisors increased its Teradyne (TER) stake by 3% in Q2 2026, buying an estimated $9.05K and bringing the position to 827 shares worth $400K. The position accounts for 0.18% of the portfolio, ranked #79.

LifeGoal Wealth Advisors first reported a position in TER in Q1 2026 and has held it in 2 quarters since. 554 funds tracked by Wall St. Rank hold TER as of Q2 2026.

  • LifeGoal Wealth Advisors held 827 shares of Teradyne worth $400K as of Q2 2026.
  • LifeGoal Wealth Advisors bought 24 Teradyne shares in Q2 2026, an estimated $9.05K.
  • Teradyne made up 0.18% of LifeGoal Wealth Advisors's portfolio in Q2 2026, its #79 holding.
  • LifeGoal Wealth Advisors first reported a position in Teradyne in Q1 2026 and has held it in 2 quarters since.
  • 554 funds tracked by Wall St. Rank held Teradyne as of Q2 2026.

Based on LifeGoal Wealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.