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Mark Sheptoff Financial Planning’s Teradyne TER Stock Holding History

Mark Sheptoff Financial Planning’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 		$17.9K Hold
50
– – 0.01% 280
2025
Q4 		$9.68K Hold
50
– – ﹤0.01% 352
2025
Q3 		$6.88K Hold
50
– – ﹤0.01% 377
2025
Q2 		$4.5K Hold
50
– – ﹤0.01% 407
2025
Q1 		$4.13K Hold
50
– – ﹤0.01% 387
2024
Q4 		$6.3K Hold
50
– – ﹤0.01% 349
2024
Q3 		$6.7K Hold
50
– – ﹤0.01% 344
2024
Q2 		$7.42K Hold
50
– – ﹤0.01% 342
2024
Q1 		$5.64K Hold
50
– – ﹤0.01% 325
2023
Q4 		$5.43K Hold
50
– – ﹤0.01% 320
2023
Q3 		$5.02K Hold
50
– – ﹤0.01% 305
2023
Q2 		$5.57K Hold
50
– – ﹤0.01% 309
2023
Q1 		$5.38K Hold
50
– – ﹤0.01% 308
2022
Q4 		$4.37K Buy
+50
New +$4.29K ﹤0.01% 318

Other funds holding TER

BlackRock
BlackRock New York $5.7T 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 $431B AUM 30.22% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $22.1B AUM 51.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return