Summit Financial’s Teradyne TER Stock Holding History

Summit Financial’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	$993K	Buy	3,348 +1,580	+89%	+$441K	0.01%	778
2025 Q4	$342K	Sell	1,768 -38	-2%	-$6.52K	0.01%	1024
2025 Q3	$249K	Buy	+1,806	New	+$197K	﹤0.01%	1129

Other funds holding TER

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Summit Financial's TER Position: Q1 2026 in Review

Summit Financial increased its Teradyne (TER) stake by 89% in Q1 2026, buying an estimated $441K and bringing the position to 3,348 shares worth $993K. The position accounts for 0.01% of the portfolio, ranked #778.

Summit Financial first reported a position in TER in Q3 2025 and has held it in 3 quarters since. 1,223 funds tracked by Wall St. Rank hold TER as of Q1 2026.

Summit Financial held 3,348 shares of Teradyne worth $993K as of Q1 2026.
Summit Financial bought 1,580 Teradyne shares in Q1 2026, an estimated $441K.
Teradyne made up 0.01% of Summit Financial's portfolio in Q1 2026, its #778 holding.
Summit Financial first reported a position in Teradyne in Q3 2025 and has held it in 3 quarters since.
1,223 funds tracked by Wall St. Rank held Teradyne as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.