LVW Advisors
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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
Q3 		$287K Buy
715
+33
+5% +$12.2K 0.02% 381
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

LVW Advisors's TER Position: Q3 2026 in Review

LVW Advisors increased its Teradyne (TER) stake by 4.8% in Q3 2026, buying an estimated $12.2K and bringing the position to 715 shares worth $287K. The position accounts for 0.02% of the portfolio, ranked #381.

LVW Advisors first reported a position in TER in Q2 2020 and has held it in 22 quarters since. The position peaked at $1.15M in Q4 2021. 701 funds tracked by Wall St. Rank hold TER as of Q3 2026.

  • LVW Advisors held 715 shares of Teradyne worth $287K as of Q3 2026.
  • LVW Advisors bought 33 Teradyne shares in Q3 2026, an estimated $12.2K.
  • Teradyne made up 0.02% of LVW Advisors's portfolio in Q3 2026, its #381 holding.
  • LVW Advisors first reported a position in Teradyne in Q2 2020 and has held it in 22 quarters since.
  • LVW Advisors's Teradyne position peaked at $1.15M in Q4 2021.
  • 701 funds tracked by Wall St. Rank held Teradyne as of Q3 2026.

Based on LVW Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.