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Simplicity Wealth’s Teradyne TER Stock Holding History

Simplicity Wealth’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 		$206K Buy
+696
New +$194K 0.01% 715
2024
Q3 		– Sell
-8,448
Closed -$1.25M – 1124
2024
Q2 		$1.25M Sell
8,448
-79
-0.9% -$10K 0.03% 464
2024
Q1 		$962K Buy
+8,527
New +$889K 0.02% 533

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

Simplicity Wealth's TER Position: Q1 2026 in Review

Simplicity Wealth opened a new position in Teradyne (TER) in Q1 2026: 696 shares worth $206K. The stake represents 0.01% of the portfolio and ranks #715 among its holdings. This is a return to the name: Simplicity Wealth previously reported a position in TER as recently as Q2 2024.

Simplicity Wealth first reported a position in TER in Q1 2024 and has held it in 3 quarters since. The position peaked at $1.25M in Q2 2024. 1,223 funds tracked by Wall St. Rank hold TER as of Q1 2026.

  • Simplicity Wealth held 696 shares of Teradyne worth $206K as of Q1 2026.
  • Teradyne was a new Simplicity Wealth position in Q1 2026.
  • Teradyne made up 0.01% of Simplicity Wealth's portfolio in Q1 2026, its #715 holding.
  • Simplicity Wealth first reported a position in Teradyne in Q1 2024 and has held it in 3 quarters since.
  • Simplicity Wealth's Teradyne position peaked at $1.25M in Q2 2024.
  • 1,223 funds tracked by Wall St. Rank held Teradyne as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.