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LVW Advisors’s Teradyne TER Stock Holding History

LVW 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 		$330K Buy
+682
New +$257K 0.03% 327
2025
Q2 		– Sell
-4,854
Closed -$401K – 343
2025
Q1 		$401K Sell
4,854
-145
-3% -$16.2K 0.05% 204
2024
Q4 		$629K Sell
4,999
-2,555
-34% -$302K 0.08% 159
2024
Q3 		$1.01M Buy
7,554
+782
+12% +$105K 0.13% 113
2024
Q2 		$1M Buy
6,772
+648
+11% +$82.3K 0.15% 96
2024
Q1 		$691K Sell
6,124
-49
-0.8% -$5.11K 0.12% 125
2023
Q4 		$670K Buy
6,173
+16
+0.3% +$1.52K 0.13% 120
2023
Q3 		$619K Sell
6,157
-848
-12% -$89.4K 0.13% 105
2023
Q2 		$780K Buy
7,005
+249
+4% +$25K 0.15% 96
2023
Q1 		$726K Sell
6,756
-237
-3% -$24.2K 0.14% 107
2022
Q4 		$611K Sell
6,993
-459
-6% -$39.3K 0.12% 128
2022
Q3 		$560K Buy
7,452
+338
+5% +$30.8K 0.13% 118
2022
Q2 		$637K Buy
7,114
+402
+6% +$41.8K 0.13% 117
2022
Q1 		$794K Sell
6,712
-315
-4% -$39.9K 0.13% 111
2021
Q4 		$1.15M Sell
7,027
-24
-0.3% -$3.38K 0.2% 84
2021
Q3 		$770K Buy
7,051
+119
+2% +$14.5K 0.13% 116
2021
Q2 		$929K Sell
6,932
-297
-4% -$38K 0.16% 93
2021
Q1 		$880K Sell
7,229
-45
-0.6% -$5.65K 0.17% 94
2020
Q4 		$872K Buy
7,274
+288
+4% +$29.4K 0.17% 82
2020
Q3 		$555K Buy
6,986
+2,551
+58% +$216K 0.12% 98
2020
Q2 		$375K Buy
+4,435
New +$297K 0.09% 113

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 $3.37T AUM 44.26% 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

LVW Advisors's TER Position: Q2 2026 in Review

LVW Advisors opened a new position in Teradyne (TER) in Q2 2026: 682 shares worth $330K. The stake represents 0.03% of the portfolio and ranks #327 among its holdings. This is a return to the name: LVW Advisors previously reported a position in TER as recently as Q1 2025.

LVW Advisors first reported a position in TER in Q2 2020 and has held it in 21 quarters since. The position peaked at $1.15M in Q4 2021. 1,426 funds tracked by Wall St. Rank hold TER as of Q2 2026.

  • LVW Advisors held 682 shares of Teradyne worth $330K as of Q2 2026.
  • Teradyne was a new LVW Advisors position in Q2 2026.
  • Teradyne made up 0.03% of LVW Advisors's portfolio in Q2 2026, its #327 holding.
  • LVW Advisors first reported a position in Teradyne in Q2 2020 and has held it in 21 quarters since.
  • LVW Advisors's Teradyne position peaked at $1.15M in Q4 2021.
  • 1,426 funds tracked by Wall St. Rank held Teradyne as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.