SageView Advisory Group’s Teradyne TER Stock Holding History

SageView Advisory 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	–	Sell	-150	Closed	-$29K	–	2240
2025 Q4	$29K	Buy	+150	New	+$25.7K	﹤0.01%	1304

Other funds holding TER

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

SageView Advisory Group's TER Position: Q1 2026 in Review

SageView Advisory Group sold out of Teradyne (TER) in Q1 2026, closing a stake of 150 shares — an estimated $29K sold.

SageView Advisory Group first reported a position in TER in Q4 2025 and held it in 1 quarter. The position peaked at $29K in Q4 2025. 1,233 funds tracked by Wall St. Rank hold TER as of Q1 2026.

SageView Advisory Group reported no remaining Teradyne position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 150 Teradyne shares in Q1 2026, an estimated $29K.
SageView Advisory Group first reported a position in Teradyne in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's Teradyne position peaked at $29K in Q4 2025.
1,233 funds tracked by Wall St. Rank held Teradyne as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.