Orion Capital Management’s Teradyne TER Stock Holding History

Orion Capital 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	$78.6K	Sell	265 -75	-22%	-$20.9K	0.03%	219
2025 Q4	$65.8K	Hold	340	–	–	0.02%	247
2025 Q3	$46.8K	Buy	+340	New	+$37.1K	0.02%	275
2024 Q1	–	Sell	-36	Closed	-$3.91K	–	526
2023 Q4	$3.91K	Hold	36	–	–	﹤0.01%	440
2023 Q3	$3.62K	Buy	+36	New	+$3.8K	﹤0.01%	429
2023 Q2	–	Sell	-36	Closed	-$3.87K	–	397
2023 Q1	$3.87K	Hold	36	–	–	﹤0.01%	416
2022 Q4	$3.15K	Hold	36	–	–	﹤0.01%	364
2022 Q3	$3K	Hold	36	–	–	﹤0.01%	374
2022 Q2	$3K	Hold	36	–	–	﹤0.01%	390
2022 Q1	$4K	Hold	36	–	–	﹤0.01%	385
2021 Q4	$6K	Hold	36	–	–	﹤0.01%	343
2021 Q3	$4K	Buy	+36	New	+$4.38K	﹤0.01%	350

Other funds holding TER

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Orion Capital Management's TER Position: Q1 2026 in Review

Orion Capital Management reduced its Teradyne (TER) stake by 22% in Q1 2026, selling an estimated $20.9K and leaving 265 shares worth $78.6K. The position accounts for 0.03% of the portfolio, ranked #219.

Orion Capital Management first reported a position in TER in Q3 2021 and has held it in 12 quarters since. 1,223 funds tracked by Wall St. Rank hold TER as of Q1 2026.

Orion Capital Management held 265 shares of Teradyne worth $78.6K as of Q1 2026.
Orion Capital Management sold 75 Teradyne shares in Q1 2026, an estimated $20.9K.
Teradyne made up 0.03% of Orion Capital Management's portfolio in Q1 2026, its #219 holding.
Orion Capital Management first reported a position in Teradyne in Q3 2021 and has held it in 12 quarters since.
1,223 funds tracked by Wall St. Rank held Teradyne as of Q1 2026.

Based on Orion Capital Management's 13F filing for Q1 2026, filed 14 May 2026.