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Valeo Financial Advisors’s Teradyne TER Stock Holding History

Valeo 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
Q3 		$242K Buy
+605
New +$223K 0.01% 704
2021
Q2 		– Sell
-1,744
Closed -$212K – 1690
2021
Q1 		$212K Buy
1,744
+11
+0.6% +$1.38K 0.01% 426
2020
Q4 		$208K Buy
1,733
+1,726
+24,657% +$176K 0.01% 415
2020
Q3 		$1K Sell
7
-22
-76% -$1.87K ﹤0.01% 1530
2020
Q2 		$2K Buy
29
+7
+32% +$469 ﹤0.01% 1801
2020
Q1 		$1K Hold
22
– – ﹤0.01% 1718
2019
Q4 		$2K Hold
22
– – ﹤0.01% 1488
2019
Q3 		$1K Buy
+22
New +$1.17K ﹤0.01% 1493
2018
Q2 		– Sell
-150
Closed -$7K – 1746
2018
Q1 		$7K Buy
+150
New +$6.86K ﹤0.01% 1044

Other funds holding TER

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
BAM
Bell Asset Management Melbourne, Australia $277M AUM 2.32% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
NFGCM
Norman Fields Gottscho Capital Management New York $329M AUM 22.06% 1-Year Est. Return
WC
Westwind Capital Las Cruces, New Mexico $426M AUM 21.56% 1-Year Est. Return

Valeo Financial Advisors's TER Position: Q3 2026 in Review

Valeo Financial Advisors opened a new position in Teradyne (TER) in Q3 2026: 605 shares worth $242K. The stake represents 0.01% of the portfolio and ranks #704 among its holdings. This is a return to the name: Valeo Financial Advisors previously reported a position in TER as recently as Q1 2021.

Valeo Financial Advisors first reported a position in TER in Q1 2018 and has held it in 9 quarters since. 42 funds tracked by Wall St. Rank hold TER as of Q3 2026.

  • Valeo Financial Advisors held 605 shares of Teradyne worth $242K as of Q3 2026.
  • Teradyne was a new Valeo Financial Advisors position in Q3 2026.
  • Teradyne made up 0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #704 holding.
  • Valeo Financial Advisors first reported a position in Teradyne in Q1 2018 and has held it in 9 quarters since.
  • 42 funds tracked by Wall St. Rank held Teradyne as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.