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United Capital Financial Advisors’s Teradyne TER Stock Holding History

United Capital Financial Advisors’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 		$2.21M Buy
4,567
+660
+17% +$249K 0.01% 558
2026
Q1 		$1.16M Buy
3,907
+779
+25% +$217K 0.01% 703
2025
Q4 		$605K Buy
3,128
+286
+10% +$49.1K ﹤0.01% 901
2025
Q3 		$391K Buy
2,842
+204
+8% +$22.3K ﹤0.01% 943
2025
Q2 		$237K Sell
2,638
-876
-25% -$70K ﹤0.01% 994
2025
Q1 		$290K Buy
3,514
+280
+9% +$31.3K ﹤0.01% 899
2024
Q4 		$407K Sell
3,234
-523
-14% -$61.9K ﹤0.01% 792
2024
Q3 		$503K Buy
3,757
+319
+9% +$43K ﹤0.01% 723
2024
Q2 		$510K Buy
3,438
+599
+21% +$76.1K ﹤0.01% 708
2024
Q1 		$320K Sell
2,839
-135
-5% -$14.1K ﹤0.01% 858
2023
Q4 		$323K Buy
+2,974
New +$282K ﹤0.01% 843
2017
Q1 		– Sell
-15,914
Closed -$404K – 1289
2016
Q4 		$404K Buy
15,914
+2,051
+15% +$48.7K ﹤0.01% 983
2016
Q3 		$299K Sell
13,863
-472
-3% -$9.74K ﹤0.01% 1078
2016
Q2 		$287K Buy
14,335
+1,741
+14% +$34.3K ﹤0.01% 1048
2016
Q1 		$272K Buy
12,594
+1,540
+14% +$30.1K ﹤0.01% 1026
2015
Q4 		$228K Buy
+11,054
New +$220K ﹤0.01% 1097

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 $3.37T AUM 44.26% 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

United Capital Financial Advisors's TER Position: Q2 2026 in Review

United Capital Financial Advisors increased its Teradyne (TER) stake by 17% in Q2 2026, buying an estimated $249K and bringing the position to 4,567 shares worth $2.21M. The position accounts for 0.01% of the portfolio, ranked #558.

United Capital Financial Advisors first reported a position in TER in Q4 2015 and has held it in 16 quarters since. 1,418 funds tracked by Wall St. Rank hold TER as of Q2 2026.

  • United Capital Financial Advisors held 4,567 shares of Teradyne worth $2.21M as of Q2 2026.
  • United Capital Financial Advisors bought 660 Teradyne shares in Q2 2026, an estimated $249K.
  • Teradyne made up 0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #558 holding.
  • United Capital Financial Advisors first reported a position in Teradyne in Q4 2015 and has held it in 16 quarters since.
  • 1,418 funds tracked by Wall St. Rank held Teradyne as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.