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 Q2	$4.95M	Sell	10,228 -35	-0.3%	-$13.2K	1.78%	12
2026 Q1	$3.04M	Buy	+10,263	New	+$2.86M	1.5%	7

Other funds holding TER

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Optimize Financial's TER Position: Q2 2026 in Review

Optimize Financial reduced its Teradyne (TER) stake by 0.34% in Q2 2026, selling an estimated $13.2K and leaving 10,228 shares worth $4.95M. The position accounts for 1.78% of the portfolio, ranked #12.

Optimize Financial first reported a position in TER in Q1 2026 and has held it in 2 quarters since. 1,424 funds tracked by Wall St. Rank hold TER as of Q2 2026.

Optimize Financial held 10,228 shares of Teradyne worth $4.95M as of Q2 2026.
Optimize Financial sold 35 Teradyne shares in Q2 2026, an estimated $13.2K.
Teradyne made up 1.78% of Optimize Financial's portfolio in Q2 2026, its #12 holding.
Optimize Financial first reported a position in Teradyne in Q1 2026 and has held it in 2 quarters since.
1,424 funds tracked by Wall St. Rank held Teradyne as of Q2 2026.

Based on Optimize Financial's 13F filing for Q2 2026, filed 27 Aug 2026.