OWA
TER icon

Outlook Wealth Advisors’s Teradyne TER Stock Holding History

Outlook Wealth Advisors’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 		$1.52M Sell
3,143
-146
-4% -$55.1K 0.33% 69
2026
Q1 		$975K Sell
3,289
-70
-2% -$19.5K 0.24% 93
2025
Q4 		$650K Sell
3,359
-329
-9% -$56.4K 0.15% 140
2025
Q3 		$508K Buy
3,688
+236
+7% +$25.8K 0.13% 155
2025
Q2 		$310K Buy
3,452
+157
+5% +$12.5K 0.08% 224
2025
Q1 		$272K Buy
3,295
+83
+3% +$9.29K 0.08% 231
2024
Q4 		$404K Buy
3,212
+155
+5% +$18.3K 0.12% 168
2024
Q3 		$409K Buy
3,057
+118
+4% +$15.9K 0.12% 151
2024
Q2 		$436K Buy
+2,939
New +$373K 0.14% 151

Other funds holding TER

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Outlook Wealth Advisors's TER Position: Q2 2026 in Review

Outlook Wealth Advisors reduced its Teradyne (TER) stake by 4.4% in Q2 2026, selling an estimated $55.1K and leaving 3,143 shares worth $1.52M. The position accounts for 0.33% of the portfolio, ranked #69.

Outlook Wealth Advisors first reported a position in TER in Q2 2024 and has held it in 9 quarters since. 1,424 funds tracked by Wall St. Rank hold TER as of Q2 2026.

  • Outlook Wealth Advisors held 3,143 shares of Teradyne worth $1.52M as of Q2 2026.
  • Outlook Wealth Advisors sold 146 Teradyne shares in Q2 2026, an estimated $55.1K.
  • Teradyne made up 0.33% of Outlook Wealth Advisors's portfolio in Q2 2026, its #69 holding.
  • Outlook Wealth Advisors first reported a position in Teradyne in Q2 2024 and has held it in 9 quarters since.
  • 1,424 funds tracked by Wall St. Rank held Teradyne as of Q2 2026.

Based on Outlook Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.