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Venturi Wealth Management’s Teradyne TER Stock Holding History

Venturi Wealth Management’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 		$826K Sell
1,708
-373
-18% -$141K 0.03% 259
2026
Q1 		$617K Sell
2,081
-710
-25% -$198K 0.03% 302
2025
Q4 		$540K Buy
2,791
+170
+6% +$29.2K 0.02% 324
2025
Q3 		$361K Buy
+2,621
New +$286K 0.02% 403
2025
Q1 		– Sell
-2,752
Closed -$347K – 1695
2024
Q4 		$347K Sell
2,752
-523
-16% -$61.9K 0.02% 412
2024
Q3 		$439K Buy
3,275
+823
+34% +$111K 0.02% 320
2024
Q2 		$364K Buy
2,452
+2,052
+513% +$261K 0.02% 324
2024
Q1 		$45.1K Sell
400
-26
-6% -$2.71K ﹤0.01% 519
2023
Q4 		$46.2K Buy
426
+68
+19% +$6.45K ﹤0.01% 500
2023
Q3 		$36K Buy
+358
New +$37.8K ﹤0.01% 524
2023
Q2 		– Sell
-222
Closed -$23.9K – 1270
2023
Q1 		$23.9K Buy
+222
New +$22.7K ﹤0.01% 566

Other funds holding TER

TEC
Tensor Edge Capital Weston, Massachusetts $1.51B AUM
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AHT
Amanah Holdings Trust London $1.7B AUM 612.53% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
FSA
Franklin Street Advisors Chapel Hill, North Carolina $1.79B AUM 28.1% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Venturi Wealth Management's TER Position: Q2 2026 in Review

Venturi Wealth Management reduced its Teradyne (TER) stake by 18% in Q2 2026, selling an estimated $141K and leaving 1,708 shares worth $826K. The position accounts for 0.03% of the portfolio, ranked #259.

Venturi Wealth Management first reported a position in TER in Q1 2023 and has held it in 11 quarters since. 216 funds tracked by Wall St. Rank hold TER as of Q2 2026.

  • Venturi Wealth Management held 1,708 shares of Teradyne worth $826K as of Q2 2026.
  • Venturi Wealth Management sold 373 Teradyne shares in Q2 2026, an estimated $141K.
  • Teradyne made up 0.03% of Venturi Wealth Management's portfolio in Q2 2026, its #259 holding.
  • Venturi Wealth Management first reported a position in Teradyne in Q1 2023 and has held it in 11 quarters since.
  • 216 funds tracked by Wall St. Rank held Teradyne as of Q2 2026.

Based on Venturi Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.