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Spire Wealth Management’s Teradyne TER Stock Holding History

Spire Wealth Management’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 		$8.71M Sell
18,063
-6,798
-27% -$2.56M 0.26% 86
2026
Q1 		$7.37M Sell
24,861
-481
-2% -$134K 0.25% 85
2025
Q4 		$4.91M Buy
25,342
+25,211
+19,245% +$4.33M 0.16% 124
2025
Q3 		$18K Sell
131
-2
-2% -$218 ﹤0.01% 1560
2025
Q2 		$12K Buy
133
+4
+3% +$320 ﹤0.01% 1664
2025
Q1 		$10.7K Sell
129
-61
-32% -$6.82K ﹤0.01% 1819
2024
Q4 		$23.9K Buy
190
+8
+4% +$947 ﹤0.01% 1562
2024
Q3 		$24.4K Sell
182
-21
-10% -$2.83K ﹤0.01% 1379
2024
Q2 		$30.1K Buy
203
+4
+2% +$508 ﹤0.01% 1284
2024
Q1 		$22.5K Sell
199
-3
-1% -$313 ﹤0.01% 1480
2023
Q4 		$22K Buy
202
+16
+9% +$1.52K ﹤0.01% 1499
2023
Q3 		$18.7K Hold
186
– – ﹤0.01% 1532
2023
Q2 		$20.7K Sell
186
-50
-21% -$5.01K ﹤0.01% 1579
2023
Q1 		$25.4K Sell
236
-1,140
-83% -$117K ﹤0.01% 1522
2022
Q4 		$120K Sell
1,376
-230
-14% -$19.7K 0.01% 695
2022
Q3 		$121K Buy
1,606
+621
+63% +$56.6K 0.01% 646
2022
Q2 		$88K Buy
985
+799
+430% +$83.1K ﹤0.01% 1082
2022
Q1 		$22K Sell
186
-568
-75% -$71.9K ﹤0.01% 1777
2021
Q4 		$123K Buy
754
+514
+214% +$72.3K ﹤0.01% 1313
2021
Q3 		$26K Buy
240
+54
+29% +$6.56K ﹤0.01% 1751
2021
Q2 		$25K Sell
186
-1,295
-87% -$166K ﹤0.01% 1785
2021
Q1 		$178K Buy
+1,481
New +$186K ﹤0.01% 1122

Other funds holding TER

TEC
Tensor Edge Capital Weston, Massachusetts $1.51B AUM
Handelsbanken Fonder
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
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
P
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
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Spire Wealth Management's TER Position: Q2 2026 in Review

Spire Wealth Management reduced its Teradyne (TER) stake by 27% in Q2 2026, selling an estimated $2.56M and leaving 18,063 shares worth $8.71M. The position accounts for 0.26% of the portfolio, ranked #86.

Spire Wealth Management first reported a position in TER in Q1 2021 and has held it in 22 quarters since. 216 funds tracked by Wall St. Rank hold TER as of Q2 2026.

  • Spire Wealth Management held 18,063 shares of Teradyne worth $8.71M as of Q2 2026.
  • Spire Wealth Management sold 6,798 Teradyne shares in Q2 2026, an estimated $2.56M.
  • Teradyne made up 0.26% of Spire Wealth Management's portfolio in Q2 2026, its #86 holding.
  • Spire Wealth Management first reported a position in Teradyne in Q1 2021 and has held it in 22 quarters since.
  • 216 funds tracked by Wall St. Rank held Teradyne as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.