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Symphony Financial’s Teradyne TER Stock Holding History

Symphony 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
Q2 		$331K Sell
685
-14
-2% -$5.28K 0.04% 249
2026
Q1 		$207K Buy
+699
New +$195K 0.03% 304
2024
Q1 		– Sell
-6,692
Closed -$703K – 205
2023
Q4 		$703K Buy
+6,692
New +$635K 0.15% 111

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 $3.38T AUM 44.17% 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

Symphony Financial's TER Position: Q2 2026 in Review

Symphony Financial reduced its Teradyne (TER) stake by 2% in Q2 2026, selling an estimated $5.28K and leaving 685 shares worth $331K. The position accounts for 0.04% of the portfolio, ranked #249.

Symphony Financial first reported a position in TER in Q4 2023 and has held it in 3 quarters since. The position peaked at $703K in Q4 2023. 1,429 funds tracked by Wall St. Rank hold TER as of Q2 2026.

  • Symphony Financial held 685 shares of Teradyne worth $331K as of Q2 2026.
  • Symphony Financial sold 14 Teradyne shares in Q2 2026, an estimated $5.28K.
  • Teradyne made up 0.04% of Symphony Financial's portfolio in Q2 2026, its #249 holding.
  • Symphony Financial first reported a position in Teradyne in Q4 2023 and has held it in 3 quarters since.
  • Symphony Financial's Teradyne position peaked at $703K in Q4 2023.
  • 1,429 funds tracked by Wall St. Rank held Teradyne as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.