SWA
TER icon

SOA Wealth Advisors’s Teradyne TER Stock Holding History

SOA Wealth Advisors’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
-1,000
Closed -$194K – 887
2025
Q4 		$194K Hold
1,000
– – 0.03% 206
2025
Q3 		$138K Buy
+1,000
New +$109K 0.02% 256
2022
Q2 		– Sell
-10
Closed -$1K – 1025
2022
Q1 		$1K Hold
10
– – ﹤0.01% 876
2021
Q4 		$1K Hold
10
– – ﹤0.01% 851
2021
Q3 		$1K Hold
10
– – ﹤0.01% 874
2021
Q2 		$1K Hold
10
– – ﹤0.01% 848
2021
Q1 		$1K Buy
10
+5
+100% +$628 ﹤0.01% 790
2020
Q4 		$0 Buy
+5
New +$511 ﹤0.01% 887

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

SOA Wealth Advisors's TER Position: Q1 2026 in Review

SOA Wealth Advisors sold out of Teradyne (TER) in Q1 2026, closing a stake of 1,000 shares — an estimated $194K sold.

SOA Wealth Advisors first reported a position in TER in Q4 2020 and held it in 8 quarters. The position peaked at $194K in Q4 2025. 1,223 funds tracked by Wall St. Rank hold TER as of Q1 2026.

  • SOA Wealth Advisors reported no remaining Teradyne position as of Q1 2026 after selling out during the quarter.
  • SOA Wealth Advisors sold 1,000 Teradyne shares in Q1 2026, an estimated $194K.
  • SOA Wealth Advisors first reported a position in Teradyne in Q4 2020 and held it in 8 quarters.
  • SOA Wealth Advisors's Teradyne position peaked at $194K in Q4 2025.
  • 1,223 funds tracked by Wall St. Rank held Teradyne as of Q1 2026.

Based on SOA Wealth Advisors's 13F filing for Q1 2026, filed 20 May 2026.