True Wealth Design
TER icon

True Wealth Design’s Teradyne TER Stock Holding History

True Wealth Design’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
Q3 		$173K Sell
432
-135
-24% -$49.8K 0.04% 144
2026
Q2 		$274K Buy
567
+100
+21% +$37.7K 0.07% 78
2026
Q1 		$138K Buy
467
+256
+121% +$71.4K 0.04% 150
2025
Q4 		$40.8K Buy
211
+70
+50% +$12K 0.01% 391
2025
Q3 		$19.4K Buy
141
+21
+18% +$2.29K 0.01% 628
2025
Q2 		$10.8K Sell
120
-850
-88% -$67.9K ﹤0.01% 552
2025
Q1 		$80.1K Buy
970
+961
+10,678% +$108K 0.03% 121
2024
Q4 		$1.13K Sell
9
-145
-94% -$17.2K ﹤0.01% 901
2024
Q3 		$20.6K Buy
154
+145
+1,611% +$19.5K 0.01% 322
2024
Q2 		$1.34K Buy
9
+2
+29% +$254 ﹤0.01% 446
2024
Q1 		$790 Buy
7
+3
+75% +$313 ﹤0.01% 520
2023
Q4 		$435 Hold
4
– – ﹤0.01% 502
2023
Q3 		$402 Hold
4
– – ﹤0.01% 474
2023
Q2 		$446 Hold
4
– – ﹤0.01% 474
2023
Q1 		$431 Hold
4
– – ﹤0.01% 562
2022
Q4 		$349 Buy
+4
New +$343 ﹤0.01% 551

Other funds holding TER

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Franklin Street Advisors
Franklin Street Advisors Chapel Hill, North Carolina $1.82B AUM 22.19% 1-Year Est. Return

True Wealth Design's TER Position: Q3 2026 in Review

True Wealth Design reduced its Teradyne (TER) stake by 24% in Q3 2026, selling an estimated $49.8K and leaving 432 shares worth $173K. The position accounts for 0.04% of the portfolio, ranked #144.

True Wealth Design first reported a position in TER in Q4 2022 and has held it in 16 quarters since. The position peaked at $274K in Q2 2026. 288 funds tracked by Wall St. Rank hold TER as of Q3 2026.

  • True Wealth Design held 432 shares of Teradyne worth $173K as of Q3 2026.
  • True Wealth Design sold 135 Teradyne shares in Q3 2026, an estimated $49.8K.
  • Teradyne made up 0.04% of True Wealth Design's portfolio in Q3 2026, its #144 holding.
  • True Wealth Design first reported a position in Teradyne in Q4 2022 and has held it in 16 quarters since.
  • True Wealth Design's Teradyne position peaked at $274K in Q2 2026.
  • 288 funds tracked by Wall St. Rank held Teradyne as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.