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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
Q2 		$2.18M Sell
4,509
-180
-4% -$67.9K 1.53% 22
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 $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

LifePlan Financial's TER Position: Q2 2026 in Review

LifePlan Financial reduced its Teradyne (TER) stake by 3.8% in Q2 2026, selling an estimated $67.9K and leaving 4,509 shares worth $2.18M. The position accounts for 1.53% of the portfolio, ranked #22.

LifePlan Financial first reported a position in TER in Q4 2023 and has held it in 11 quarters since. 1,429 funds tracked by Wall St. Rank hold TER as of Q2 2026.

  • LifePlan Financial held 4,509 shares of Teradyne worth $2.18M as of Q2 2026.
  • LifePlan Financial sold 180 Teradyne shares in Q2 2026, an estimated $67.9K.
  • Teradyne made up 1.53% of LifePlan Financial's portfolio in Q2 2026, its #22 holding.
  • LifePlan Financial first reported a position in Teradyne in Q4 2023 and has held it in 11 quarters since.
  • 1,429 funds tracked by Wall St. Rank held Teradyne as of Q2 2026.

Based on LifePlan Financial's 13F filing for Q2 2026, filed 21 Jul 2026.