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LifePlan Financial’s Teradyne TER Stock Holding History

LifePlan Financial’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 		$1.39M Sell
4,689
-545
-10% -$152K 1.03% 33
2025
Q4 		$1.01M Sell
5,234
-3,125
-37% -$536K 0.78% 40
2025
Q3 		$1.15M Buy
8,359
+4,894
+141% +$535K 0.91% 34
2025
Q2 		$312K Sell
3,465
-3,163
-48% -$253K 0.26% 81
2025
Q1 		$547K Sell
6,628
-576
-8% -$64.4K 0.48% 56
2024
Q4 		$907K Buy
7,204
+32
+0.4% +$3.79K 0.8% 39
2024
Q3 		$961K Sell
7,172
-1,613
-18% -$217K 0.82% 36
2024
Q2 		$1.3M Buy
8,785
+248
+3% +$31.5K 1.2% 21
2024
Q1 		$963K Sell
8,537
-688
-7% -$71.7K 0.88% 36
2023
Q4 		$1M Buy
+9,225
New +$875K 1% 30

Other funds holding TER

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LifePlan Financial's TER Position: Q1 2026 in Review

LifePlan Financial reduced its Teradyne (TER) stake by 10% in Q1 2026, selling an estimated $152K and leaving 4,689 shares worth $1.39M. The position accounts for 1.03% of the portfolio, ranked #33.

LifePlan Financial first reported a position in TER in Q4 2023 and has held it in 10 quarters since. 1,223 funds tracked by Wall St. Rank hold TER as of Q1 2026.

  • LifePlan Financial held 4,689 shares of Teradyne worth $1.39M as of Q1 2026.
  • LifePlan Financial sold 545 Teradyne shares in Q1 2026, an estimated $152K.
  • Teradyne made up 1.03% of LifePlan Financial's portfolio in Q1 2026, its #33 holding.
  • LifePlan Financial first reported a position in Teradyne in Q4 2023 and has held it in 10 quarters since.
  • 1,223 funds tracked by Wall St. Rank held Teradyne as of Q1 2026.

Based on LifePlan Financial's 13F filing for Q1 2026, filed 14 Apr 2026.