Waverly Advisors’s Teradyne TER Stock Holding History

Waverly 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 Q1	$1.24M	Buy	4,166 +762	+22%	+$212K	0.01%	772
2025 Q4	$659K	Buy	3,404 +1,785	+110%	+$306K	0.01%	898
2025 Q3	$223K	Buy	+1,619	New	+$177K	﹤0.01%	1168
2014 Q4	–	Sell	-4,980	Closed	-$97K	–	648
2014 Q3	$97K	Hold	4,980	–	–	0.05%	143
2014 Q2	$98K	Hold	4,980	–	–	0.04%	151
2014 Q1	$99K	Sell	4,980 -61	-1%	-$1.18K	0.04%	150
2013 Q4	$89K	Buy	5,041 +4,980	+8,164%	+$84.1K	0.03%	253
2013 Q3	$1K	Buy	+61	New	+$1.01K	﹤0.01%	562

Other funds holding TER

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Waverly Advisors's TER Position: Q1 2026 in Review

Waverly Advisors increased its Teradyne (TER) stake by 22% in Q1 2026, buying an estimated $212K and bringing the position to 4,166 shares worth $1.24M. The position accounts for 0.01% of the portfolio, ranked #772.

Waverly Advisors first reported a position in TER in Q3 2013 and has held it in 8 quarters since. 1,223 funds tracked by Wall St. Rank hold TER as of Q1 2026.

Waverly Advisors held 4,166 shares of Teradyne worth $1.24M as of Q1 2026.
Waverly Advisors bought 762 Teradyne shares in Q1 2026, an estimated $212K.
Teradyne made up 0.01% of Waverly Advisors's portfolio in Q1 2026, its #772 holding.
Waverly Advisors first reported a position in Teradyne in Q3 2013 and has held it in 8 quarters since.
1,223 funds tracked by Wall St. Rank held Teradyne as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.