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Phoenix Financial’s Teradyne TER Stock Holding History

Phoenix 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 		$2.72M Buy
5,630
+803
+17% +$303K 0.02% 169
2026
Q1 		$1.43M Sell
4,827
-653
-12% -$182K 0.01% 199
2025
Q4 		$1.07M Buy
5,480
+267
+5% +$45.8K 0.01% 225
2025
Q3 		$718K Buy
5,213
+1,720
+49% +$188K 0.01% 257
2025
Q2 		$314K Sell
3,493
-6,978
-67% -$558K ﹤0.01% 334
2025
Q1 		$869K Sell
10,471
-107,891
-91% -$12.1M 0.01% 222
2024
Q4 		$14.9M Buy
118,362
+106,943
+937% +$12.7M 0.2% 74
2024
Q3 		$1.53M Buy
+11,419
New +$1.54M 0.02% 200

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 $3.38T AUM 44.17% 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

Phoenix Financial's TER Position: Q2 2026 in Review

Phoenix Financial increased its Teradyne (TER) stake by 17% in Q2 2026, buying an estimated $303K and bringing the position to 5,630 shares worth $2.72M. The position accounts for 0.02% of the portfolio, ranked #169.

Phoenix Financial first reported a position in TER in Q3 2024 and has held it in 8 quarters since. The position peaked at $14.9M in Q4 2024. 1,429 funds tracked by Wall St. Rank hold TER as of Q2 2026.

  • Phoenix Financial held 5,630 shares of Teradyne worth $2.72M as of Q2 2026.
  • Phoenix Financial bought 803 Teradyne shares in Q2 2026, an estimated $303K.
  • Teradyne made up 0.02% of Phoenix Financial's portfolio in Q2 2026, its #169 holding.
  • Phoenix Financial first reported a position in Teradyne in Q3 2024 and has held it in 8 quarters since.
  • Phoenix Financial's Teradyne position peaked at $14.9M in Q4 2024.
  • 1,429 funds tracked by Wall St. Rank held Teradyne as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.