SF
TER icon

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
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 $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

Symphony Financial's TER Position: Q1 2026 in Review

Symphony Financial opened a new position in Teradyne (TER) in Q1 2026: 699 shares worth $207K. The stake represents 0.03% of the portfolio and ranks #304 among its holdings. This is a return to the name: Symphony Financial previously reported a position in TER as recently as Q4 2023.

Symphony Financial first reported a position in TER in Q4 2023 and has held it in 2 quarters since. The position peaked at $703K in Q4 2023. 1,223 funds tracked by Wall St. Rank hold TER as of Q1 2026.

  • Symphony Financial held 699 shares of Teradyne worth $207K as of Q1 2026.
  • Teradyne was a new Symphony Financial position in Q1 2026.
  • Teradyne made up 0.03% of Symphony Financial's portfolio in Q1 2026, its #304 holding.
  • Symphony Financial first reported a position in Teradyne in Q4 2023 and has held it in 2 quarters since.
  • Symphony Financial's Teradyne position peaked at $703K in Q4 2023.
  • 1,223 funds tracked by Wall St. Rank held Teradyne as of Q1 2026.

Based on Symphony Financial's 13F filing for Q1 2026, filed 1 May 2026.