SW
TER icon

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
Q2 		$468K Buy
967
+271
+39% +$102K 0.02% 672
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Simplicity Wealth's TER Position: Q2 2026 in Review

Simplicity Wealth increased its Teradyne (TER) stake by 39% in Q2 2026, buying an estimated $102K and bringing the position to 967 shares worth $468K. The position accounts for 0.02% of the portfolio, ranked #672.

Simplicity Wealth first reported a position in TER in Q1 2024 and has held it in 4 quarters since. The position peaked at $1.25M in Q2 2024. 1,424 funds tracked by Wall St. Rank hold TER as of Q2 2026.

  • Simplicity Wealth held 967 shares of Teradyne worth $468K as of Q2 2026.
  • Simplicity Wealth bought 271 Teradyne shares in Q2 2026, an estimated $102K.
  • Teradyne made up 0.02% of Simplicity Wealth's portfolio in Q2 2026, its #672 holding.
  • Simplicity Wealth first reported a position in Teradyne in Q1 2024 and has held it in 4 quarters since.
  • Simplicity Wealth's Teradyne position peaked at $1.25M in Q2 2024.
  • 1,424 funds tracked by Wall St. Rank held Teradyne as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.