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Whalen Wealth Management’s Teradyne TER Stock Holding History

Whalen 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
2025
Q4 		– Sell
-2,361
Closed -$325K – 237
2025
Q3 		$325K Buy
+2,361
New +$258K 0.19% 123
2024
Q1 		– Sell
-6,209
Closed -$674K – 157
2023
Q4 		$674K Buy
+6,209
New +$589K 0.61% 41

Other funds holding TER

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Whalen Wealth Management's TER Position: Q4 2025 in Review

Whalen Wealth Management sold out of Teradyne (TER) in Q4 2025, closing a stake of 2,361 shares — an estimated $325K sold.

Whalen Wealth Management first reported a position in TER in Q4 2023 and held it in 2 quarters. The position peaked at $674K in Q4 2023. 1,038 funds tracked by Wall St. Rank hold TER as of Q4 2025.

  • Whalen Wealth Management reported no remaining Teradyne position as of Q4 2025 after selling out during the quarter.
  • Whalen Wealth Management sold 2,361 Teradyne shares in Q4 2025, an estimated $325K.
  • Whalen Wealth Management first reported a position in Teradyne in Q4 2023 and held it in 2 quarters.
  • Whalen Wealth Management's Teradyne position peaked at $674K in Q4 2023.
  • 1,038 funds tracked by Wall St. Rank held Teradyne as of Q4 2025.

Based on Whalen Wealth Management's 13F filing for Q4 2025, filed 20 Jan 2026.