Wealth Enhancement Advisory Services
TER icon

Wealth Enhancement Advisory Services’s Teradyne TER Stock Holding History

Wealth Enhancement Advisory Services’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 		$188M Buy
487,501
+356,394
+272% +$131M 0.28% 51
2026
Q2 		$44.4M Buy
131,107
+77,232
+143% +$29.1M 0.07% 230
2026
Q1 		$14.8M Buy
53,875
+11,264
+26% +$3.14M 0.03% 476
2025
Q4 		$9.8M Buy
42,611
+13,892
+48% +$2.38M 0.01% 703
2025
Q3 		$4.02M Buy
28,719
+320
+1% +$35K 0.01% 1058
2025
Q2 		$2.64M Sell
28,399
-9,262
-25% -$740K ﹤0.01% 1219
2025
Q1 		$3.11M Buy
37,661
+28,406
+307% +$3.18M 0.01% 1028
2024
Q4 		$1.17M Sell
9,255
-1,000
-10% -$118K ﹤0.01% 1456
2024
Q3 		$1.37M Buy
10,255
+133
+1% +$17.9K ﹤0.01% 1239
2024
Q2 		$1.5M Buy
10,122
+1,946
+24% +$247K ﹤0.01% 1105
2024
Q1 		$922K Sell
8,176
-953
-10% -$99.3K ﹤0.01% 1273
2023
Q4 		$991K Buy
9,129
+1,367
+18% +$130K ﹤0.01% 1178
2023
Q3 		$780K Buy
+7,762
New +$819K ﹤0.01% 1198
2022
Q3 		– Sell
-25,967
Closed -$2.39M – 382
2022
Q2 		$2.39M Buy
+25,967
New +$2.7M 0.03% 193
2021
Q3 		– Sell
-10,137
Closed -$1.25M – 338
2021
Q2 		$1.25M Buy
+10,137
New +$1.3M 0.02% 177
2019
Q1 		– Sell
-26,915
Closed -$886K – 217
2018
Q4 		$886K Buy
+26,915
New +$913K 0.06% 136

Other funds holding TER

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Wealth Enhancement Advisory Services's TER Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Teradyne (TER) stake by 272% in Q3 2026, buying an estimated $131M and bringing the position to 487,501 shares worth $188M. The position accounts for 0.28% of the portfolio, ranked #51.

Wealth Enhancement Advisory Services first reported a position in TER in Q4 2018 and has held it in 16 quarters since. 843 funds tracked by Wall St. Rank hold TER as of Q3 2026.

  • Wealth Enhancement Advisory Services held 487,501 shares of Teradyne worth $188M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 356,394 Teradyne shares in Q3 2026, an estimated $131M.
  • Teradyne made up 0.28% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #51 holding.
  • Wealth Enhancement Advisory Services first reported a position in Teradyne in Q4 2018 and has held it in 16 quarters since.
  • 843 funds tracked by Wall St. Rank held Teradyne as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.