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 Q2	$2.02M	Buy	4,168 +2	+0%	+$754	0.01%	693
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Waverly Advisors's TER Position: Q2 2026 in Review

Waverly Advisors increased its Teradyne (TER) stake by 0.05% in Q2 2026, buying an estimated $754 and bringing the position to 4,168 shares worth $2.02M. The position accounts for 0.01% of the portfolio, ranked #693.

Waverly Advisors first reported a position in TER in Q3 2013 and has held it in 9 quarters since. 1,429 funds tracked by Wall St. Rank hold TER as of Q2 2026.

Waverly Advisors held 4,168 shares of Teradyne worth $2.02M as of Q2 2026.
Waverly Advisors bought 2 Teradyne shares in Q2 2026, an estimated $754.
Teradyne made up 0.01% of Waverly Advisors's portfolio in Q2 2026, its #693 holding.
Waverly Advisors first reported a position in Teradyne in Q3 2013 and has held it in 9 quarters since.
1,429 funds tracked by Wall St. Rank held Teradyne as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.