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RWA Wealth Partners’s Teradyne TER Stock Holding History

RWA Wealth Partners’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 		$8.6M Sell
29,010
-1,423
-5% -$397K 0.09% 115
2025
Q4 		$5.89M Buy
30,433
+2,864
+10% +$491K 0.06% 150
2025
Q3 		$3.79M Buy
27,569
+262
+1% +$28.6K 0.04% 198
2025
Q2 		$2.46M Buy
27,307
+1,423
+5% +$114K 0.03% 226
2025
Q1 		$2.14M Sell
25,884
-1,478
-5% -$165K 0.03% 237
2024
Q4 		$3.45M Sell
27,362
-36
-0.1% -$4.26K 0.04% 193
2024
Q3 		$3.67M Buy
27,398
+980
+4% +$132K 0.05% 185
2024
Q2 		$3.92M Buy
26,418
+267
+1% +$33.9K 0.05% 161
2024
Q1 		$2.95M Sell
26,151
-56
-0.2% -$5.83K 0.04% 196
2023
Q4 		$2.84M Buy
26,207
+2,657
+11% +$252K 0.04% 191
2023
Q3 		$2.37M Hold
23,550
– – 0.05% 124
2023
Q2 		$2.62M Buy
+23,550
New +$2.36M 0.06% 111

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