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Poinciana Advisors Group’s Teradyne TER Stock Holding History

Poinciana Advisors Group’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 		$894K Sell
3,015
-119
-4% -$33.2K 0.71% 24
2025
Q4 		$607K Hold
3,134
– – 0.48% 36
2025
Q3 		$431K Hold
3,134
– – 0.36% 45
2025
Q2 		$282K Buy
+3,134
New +$250K 0.25% 77

Other funds holding TER

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Poinciana Advisors Group's TER Position: Q1 2026 in Review

Poinciana Advisors Group reduced its Teradyne (TER) stake by 3.8% in Q1 2026, selling an estimated $33.2K and leaving 3,015 shares worth $894K. The position accounts for 0.71% of the portfolio, ranked #24.

Poinciana Advisors Group first reported a position in TER in Q2 2025 and has held it in 4 quarters since. 1,223 funds tracked by Wall St. Rank hold TER as of Q1 2026.

  • Poinciana Advisors Group held 3,015 shares of Teradyne worth $894K as of Q1 2026.
  • Poinciana Advisors Group sold 119 Teradyne shares in Q1 2026, an estimated $33.2K.
  • Teradyne made up 0.71% of Poinciana Advisors Group's portfolio in Q1 2026, its #24 holding.
  • Poinciana Advisors Group first reported a position in Teradyne in Q2 2025 and has held it in 4 quarters since.
  • 1,223 funds tracked by Wall St. Rank held Teradyne as of Q1 2026.

Based on Poinciana Advisors Group's 13F filing for Q1 2026, filed 16 Apr 2026.