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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
2026
Q3 		$314K Buy
+783
New +$289K 0.13% 157
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

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
BAM
Bell Asset Management Melbourne, Australia $277M AUM 2.32% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
NFGCM
Norman Fields Gottscho Capital Management New York $329M AUM 22.06% 1-Year Est. Return
WC
Westwind Capital Las Cruces, New Mexico $426M AUM 21.56% 1-Year Est. Return

Whalen Wealth Management's TER Position: Q3 2026 in Review

Whalen Wealth Management opened a new position in Teradyne (TER) in Q3 2026: 783 shares worth $314K. The stake represents 0.13% of the portfolio and ranks #157 among its holdings. This is a return to the name: Whalen Wealth Management previously reported a position in TER as recently as Q3 2025.

Whalen Wealth Management first reported a position in TER in Q4 2023 and has held it in 3 quarters since. The position peaked at $674K in Q4 2023. 46 funds tracked by Wall St. Rank hold TER as of Q3 2026.

  • Whalen Wealth Management held 783 shares of Teradyne worth $314K as of Q3 2026.
  • Teradyne was a new Whalen Wealth Management position in Q3 2026.
  • Teradyne made up 0.13% of Whalen Wealth Management's portfolio in Q3 2026, its #157 holding.
  • Whalen Wealth Management first reported a position in Teradyne in Q4 2023 and has held it in 3 quarters since.
  • Whalen Wealth Management's Teradyne position peaked at $674K in Q4 2023.
  • 46 funds tracked by Wall St. Rank held Teradyne as of Q3 2026.

Based on Whalen Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.