WestEnd Advisors’s Teradyne TER Stock Holding History

WestEnd 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	$889	Hold	3	–	–	﹤0.01%	247
2025 Q4	$581	Hold	3	–	–	﹤0.01%	295
2025 Q3	$413	Hold	3	–	–	﹤0.01%	330
2025 Q2	$270	Hold	3	–	–	﹤0.01%	339
2025 Q1	$248	Buy	3 +2	+200%	+$224	﹤0.01%	332
2024 Q4	$126	Hold	1	–	–	﹤0.01%	301
2024 Q3	$134	Hold	1	–	–	﹤0.01%	338
2024 Q2	$148	Hold	1	–	–	﹤0.01%	291
2024 Q1	$113	Hold	1	–	–	﹤0.01%	303
2023 Q4	$109	Hold	1	–	–	﹤0.01%	273
2023 Q3	$100	Buy	+1	New	+$105	﹤0.01%	266
2023 Q2	–	Hold	0	–	-$108	–	273
2023 Q1	–	Sell	-1	Closed	-$102	–	275
2022 Q4	$87	Hold	1	–	–	﹤0.01%	281
2022 Q3	$0	Hold	1	–	–	﹤0.01%	314
2022 Q2	$89	Buy	+1	New	+$104	﹤0.01%	279
2022 Q1	–	Sell	-1	Closed	-$127	–	284
2021 Q4	$163	Buy	+1	New	+$141	﹤0.01%	289
2021 Q3	–	Hold	0	–	–	–	323
2021 Q2	–	Hold	0	–	–	–	299

Other funds holding TER

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Geode Capital Management

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

Fidelity Investments

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

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Alkeon Capital Management

Alkeon Capital Management New York $22.1B AUM 51.63% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return