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Optimize Financial’s Teradyne TER Stock Holding History

Optimize Financial’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 		$3.04M Buy
+10,263
New +$2.86M 1.5% 7

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

Optimize Financial's TER Position: Q1 2026 in Review

Optimize Financial opened a new position in Teradyne (TER) in Q1 2026: 10,263 shares worth $3.04M. The stake represents 1.5% of the portfolio and ranks #7 among its holdings.

1,223 funds tracked by Wall St. Rank hold TER as of Q1 2026.

  • Optimize Financial held 10,263 shares of Teradyne worth $3.04M as of Q1 2026.
  • Teradyne was a new Optimize Financial position in Q1 2026.
  • Teradyne made up 1.5% of Optimize Financial's portfolio in Q1 2026, its #7 holding.
  • 1,223 funds tracked by Wall St. Rank held Teradyne as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.