Sowell Financial Services’s Teradyne TER Stock Holding History

Sowell Financial Services’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	$783K	Sell	1,619 -230	-12%	-$86.8K	0.03%	523
2026 Q1	$548K	Buy	1,849 +135	+8%	+$37.6K	0.02%	608
2025 Q4	$332K	Buy	+1,714	New	+$294K	0.01%	794
2021 Q2	–	Sell	-1,501	Closed	-$189K	–	2485
2021 Q1	$189K	Sell	1,501 -973	-39%	-$122K	0.01%	1083
2020 Q4	$297K	Sell	2,474 -5,692	-70%	-$581K	0.01%	700
2020 Q3	$649K	Buy	8,166 +827	+11%	+$70.1K	0.03%	401
2020 Q2	$620K	Buy	7,339 +145	+2%	+$9.72K	0.03%	397
2020 Q1	$390K	Buy	7,194 +84	+1%	+$5.33K	0.03%	466
2019 Q4	$485K	Buy	7,110 +6,590	+1,267%	+$418K	0.04%	459
2019 Q3	$30K	Buy	+520	New	+$27.5K	﹤0.01%	1148

Other funds holding TER

TEC

Tensor Edge Capital Weston, Massachusetts $1.51B AUM

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

AHT

Amanah Holdings Trust London $1.7B AUM 612.53% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

FSA

Franklin Street Advisors Chapel Hill, North Carolina $1.79B AUM 28.1% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Sowell Financial Services's TER Position: Q2 2026 in Review

Sowell Financial Services reduced its Teradyne (TER) stake by 12% in Q2 2026, selling an estimated $86.8K and leaving 1,619 shares worth $783K. The position accounts for 0.03% of the portfolio, ranked #523.

Sowell Financial Services first reported a position in TER in Q3 2019 and has held it in 10 quarters since. 218 funds tracked by Wall St. Rank hold TER as of Q2 2026.

Sowell Financial Services held 1,619 shares of Teradyne worth $783K as of Q2 2026.
Sowell Financial Services sold 230 Teradyne shares in Q2 2026, an estimated $86.8K.
Teradyne made up 0.03% of Sowell Financial Services's portfolio in Q2 2026, its #523 holding.
Sowell Financial Services first reported a position in Teradyne in Q3 2019 and has held it in 10 quarters since.
218 funds tracked by Wall St. Rank held Teradyne as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.