MSWA
TER icon

Marshall & Sterling Wealth Advisors’s Teradyne TER Stock Holding History

Marshall & Sterling Wealth 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 		$1.95K Sell
4
-11
-73% -$4.15K ﹤0.01% 298
2026
Q1 		$4.46K Hold
15
– – ﹤0.01% 260
2025
Q4 		$2.91K Sell
15
-47
-76% -$8.06K ﹤0.01% 282
2025
Q3 		$8.4K Buy
62
+17
+38% +$1.86K 0.01% 387
2025
Q2 		$4.05K Buy
45
+4
+10% +$320 ﹤0.01% 502
2025
Q1 		$3.39K Buy
+41
New +$4.59K ﹤0.01% 510

Other funds holding TER

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
TEC
Tensor Edge Capital Weston, Massachusetts $1.51B AUM
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AHT
Amanah Holdings Trust London $1.7B AUM 612.53% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
FSA
Franklin Street Advisors Chapel Hill, North Carolina $1.79B AUM 28.1% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's TER Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors reduced its Teradyne (TER) stake by 73% in Q2 2026, selling an estimated $4.15K and leaving 4 shares worth $1.95K. The position accounts for ﹤0.01% of the portfolio, ranked #298.

Marshall & Sterling Wealth Advisors first reported a position in TER in Q1 2025 and has held it in 6 quarters since. The position peaked at $8.4K in Q3 2025. 245 funds tracked by Wall St. Rank hold TER as of Q2 2026.

  • Marshall & Sterling Wealth Advisors held 4 shares of Teradyne worth $1.95K as of Q2 2026.
  • Marshall & Sterling Wealth Advisors sold 11 Teradyne shares in Q2 2026, an estimated $4.15K.
  • Teradyne made up ﹤0.01% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #298 holding.
  • Marshall & Sterling Wealth Advisors first reported a position in Teradyne in Q1 2025 and has held it in 6 quarters since.
  • Marshall & Sterling Wealth Advisors's Teradyne position peaked at $8.4K in Q3 2025.
  • 245 funds tracked by Wall St. Rank held Teradyne as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.