Planning Strategies
TER icon

Planning Strategies’s Teradyne TER Stock Holding History

Planning Strategies’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
Q3 		$5.61K Buy
14
+1
+8% +$369 ﹤0.01% 428
2026
Q2 		$6.29K Buy
+13
New +$4.9K ﹤0.01% 394

Other funds holding TER

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $165B AUM 72.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Planning Strategies's TER Position: Q3 2026 in Review

Planning Strategies increased its Teradyne (TER) stake by 7.7% in Q3 2026, buying an estimated $369 and bringing the position to 14 shares worth $5.61K. The position accounts for ﹤0.01% of the portfolio, ranked #428.

Planning Strategies first reported a position in TER in Q2 2026 and has held it in 2 quarters since. The position peaked at $6.29K in Q2 2026. 1,138 funds tracked by Wall St. Rank hold TER as of Q3 2026.

  • Planning Strategies held 14 shares of Teradyne worth $5.61K as of Q3 2026.
  • Planning Strategies bought 1 Teradyne share in Q3 2026, an estimated $369.
  • Teradyne made up ﹤0.01% of Planning Strategies's portfolio in Q3 2026, its #428 holding.
  • Planning Strategies first reported a position in Teradyne in Q2 2026 and has held it in 2 quarters since.
  • Planning Strategies's Teradyne position peaked at $6.29K in Q2 2026.
  • 1,138 funds tracked by Wall St. Rank held Teradyne as of Q3 2026.

Based on Planning Strategies's 13F filing for Q3 2026, filed 2 Oct 2026.