MSFP
TER icon

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
Q2 		$24.2K Hold
50
– – 0.01% 262
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 $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

Mark Sheptoff Financial Planning's TER Position: Q2 2026 in Review

Mark Sheptoff Financial Planning held its Teradyne (TER) position steady in Q2 2026 at 50 shares worth $24.2K. The position accounts for 0.01% of the portfolio, ranked #262.

Mark Sheptoff Financial Planning first reported a position in TER in Q4 2022 and has held it in 15 quarters since. 1,424 funds tracked by Wall St. Rank hold TER as of Q2 2026.

  • Mark Sheptoff Financial Planning held 50 shares of Teradyne worth $24.2K as of Q2 2026.
  • Mark Sheptoff Financial Planning left its Teradyne share count unchanged in Q2 2026.
  • Teradyne made up 0.01% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #262 holding.
  • Mark Sheptoff Financial Planning first reported a position in Teradyne in Q4 2022 and has held it in 15 quarters since.
  • 1,424 funds tracked by Wall St. Rank held Teradyne as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.