MWM
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Mission Wealth Management’s Teradyne TER Stock Holding History

Mission Wealth Management’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 		$1.69M Sell
5,715
-1,501
-21% -$419K 0.03% 241
2025
Q4 		$1.4M Buy
7,216
+212
+3% +$36.4K 0.03% 273
2025
Q3 		$964K Buy
7,004
+2
+0% +$218 0.02% 338
2025
Q2 		$630K Sell
7,002
-6,027
-46% -$482K 0.01% 422
2025
Q1 		$1.08M Sell
13,029
-891
-6% -$99.7K 0.03% 285
2024
Q4 		$1.75M Sell
13,920
-582
-4% -$68.9K 0.04% 201
2024
Q3 		$1.94M Buy
14,502
+68
+0.5% +$9.17K 0.05% 182
2024
Q2 		$2.14M Buy
+14,434
New +$1.83M 0.06% 162
2023
Q3 		– Sell
-2,252
Closed -$251K – 575
2023
Q2 		$251K Sell
2,252
-1,177
-34% -$118K 0.01% 475
2023
Q1 		$369K Buy
3,429
+25
+0.7% +$2.56K 0.02% 405
2022
Q4 		$297K Buy
3,404
+348
+11% +$29.8K 0.01% 423
2022
Q3 		$230K Sell
3,056
-70
-2% -$6.38K 0.01% 442
2022
Q2 		$280K Buy
3,126
+373
+14% +$38.8K 0.01% 405
2022
Q1 		$325K Buy
2,753
+3
+0.1% +$380 0.02% 398
2021
Q4 		$450K Hold
2,750
– – 0.02% 331
2021
Q3 		$300K Sell
2,750
-157
-5% -$19.1K 0.02% 407
2021
Q2 		$389K Buy
2,907
+32
+1% +$4.09K 0.02% 339
2021
Q1 		$350K Buy
+2,875
New +$361K 0.02% 330

Other funds holding TER

BlackRock
BlackRock New York $5.72T 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 $432B AUM 30.22% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mission Wealth Management's TER Position: Q1 2026 in Review

Mission Wealth Management reduced its Teradyne (TER) stake by 21% in Q1 2026, selling an estimated $419K and leaving 5,715 shares worth $1.69M. The position accounts for 0.03% of the portfolio, ranked #241.

Mission Wealth Management first reported a position in TER in Q1 2021 and has held it in 18 quarters since. The position peaked at $2.14M in Q2 2024. 1,223 funds tracked by Wall St. Rank hold TER as of Q1 2026.

  • Mission Wealth Management held 5,715 shares of Teradyne worth $1.69M as of Q1 2026.
  • Mission Wealth Management sold 1,501 Teradyne shares in Q1 2026, an estimated $419K.
  • Teradyne made up 0.03% of Mission Wealth Management's portfolio in Q1 2026, its #241 holding.
  • Mission Wealth Management first reported a position in Teradyne in Q1 2021 and has held it in 18 quarters since.
  • Mission Wealth Management's Teradyne position peaked at $2.14M in Q2 2024.
  • 1,223 funds tracked by Wall St. Rank held Teradyne as of Q1 2026.

Based on Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.