Sigma Planning Corp’s Teradyne TER Stock Holding History

Sigma Planning Corp’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	$987K	Sell	3,329 -473	-12%	-$132K	0.03%	571
2025 Q4	$770K	Sell	3,802 -650	-15%	-$112K	0.02%	623
2025 Q3	$613K	Buy	4,452 +257	+6%	+$28.1K	0.02%	725
2025 Q2	$377K	Buy	4,195 +1,026	+32%	+$82K	0.01%	902
2025 Q1	$262K	Sell	3,169 -210	-6%	-$23.5K	0.01%	1010
2024 Q4	$425K	Sell	3,379 -140	-4%	-$16.6K	0.01%	798
2024 Q3	$471K	Sell	3,519 -63	-2%	-$8.49K	0.01%	765
2024 Q2	$531K	Sell	3,582 -4	-0.1%	-$508	0.02%	697
2024 Q1	$405K	Buy	+3,586	New	+$374K	0.01%	851
2023 Q4	–	Sell	-2,105	Closed	-$211K	–	1147
2023 Q3	$211K	Buy	2,105 +241	+13%	+$25.4K	0.01%	1066
2023 Q2	$208K	Sell	1,864 -176	-9%	-$17.6K	0.01%	1088
2023 Q1	$219K	Buy	+2,040	New	+$209K	0.01%	1139
2022 Q3	–	Sell	-3,156	Closed	-$283K	–	1344
2022 Q2	$283K	Sell	3,156 -4,176	-57%	-$434K	0.01%	1021
2022 Q1	$867K	Buy	7,332 +748	+11%	+$94.7K	0.03%	600
2021 Q4	$1.08M	Buy	+6,584	New	+$926K	0.03%	523
2021 Q2	–	Sell	-1,742	Closed	-$212K	–	1492
2021 Q1	$212K	Buy	+1,742	New	+$219K	0.01%	1180
2020 Q3	–	Sell	-5,748	Closed	-$486K	–	1159
2020 Q2	$486K	Buy	+5,748	New	+$385K	0.02%	603
2019 Q4	–	Sell	-6,682	Closed	-$387K	–	1104
2019 Q3	$387K	Buy	+6,682	New	+$354K	0.02%	669

Other funds holding TER

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Sigma Planning Corp's TER Position: Q1 2026 in Review

Sigma Planning Corp reduced its Teradyne (TER) stake by 12% in Q1 2026, selling an estimated $132K and leaving 3,329 shares worth $987K. The position accounts for 0.03% of the portfolio, ranked #571.

Sigma Planning Corp first reported a position in TER in Q3 2019 and has held it in 18 quarters since. The position peaked at $1.08M in Q4 2021. 1,223 funds tracked by Wall St. Rank hold TER as of Q1 2026.

Sigma Planning Corp held 3,329 shares of Teradyne worth $987K as of Q1 2026.
Sigma Planning Corp sold 473 Teradyne shares in Q1 2026, an estimated $132K.
Teradyne made up 0.03% of Sigma Planning Corp's portfolio in Q1 2026, its #571 holding.
Sigma Planning Corp first reported a position in Teradyne in Q3 2019 and has held it in 18 quarters since.
Sigma Planning Corp's Teradyne position peaked at $1.08M in Q4 2021.
1,223 funds tracked by Wall St. Rank held Teradyne as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.