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
2025
Q2 		– Hold
0
– -$942K – 708
2025
Q1 		– Hold
0
– – – 320
2024
Q4 		– Hold
0
– – – 213
2024
Q3 		– Hold
0
– – – 196

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.