AFFINITY WEALTH MANAGEMENT LLC TER — TERADYNE INC

Ownership history in AFFINITY WEALTH MANAGEMENT LLC  ·  28 quarters on record

AI Ownership Summary

AFFINITY WEALTH MANAGEMENT LLC reported TERADYNE INC (TER) in 28 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 2.0% in 2026 Q1. The latest visible filing shows TER at 2.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this TER ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was AFFINITY WEALTH MANAGEMENT LLC's position in TERADYNE INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

TER was reported at 2.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.0% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

TER stock page AFFINITY WEALTH MANAGEMENT LLC fund profile AFFINITY WEALTH MANAGEMENT LLC full holdings
How AFFINITY WEALTH MANAGEMENT LLC held TER — position size vs. price
% of Fund (quarterly)    TER price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 44,546 +115 +0.3% 2.00% $13.2M 2026-04-10 $367.99
2025 Q4 ADDED — — — 44,431 +800 +1.8% 1.22% $8.6M 2026-01-15 $227.60
2025 Q3 ADDED — — — 43,631 +1,201 +2.8% 0.88% $6.0M 2025-11-06 $184.80
2025 Q2 ADDED — — — 42,430 +1,320 +3.2% 0.61% $3.8M 2025-07-15 $92.83
2025 Q1 ADDED — — — 41,110 +643 +1.6% 0.63% $3.4M 2025-04-11 $73.38
2024 Q4 REDUCED — — — 40,467 -403 -1.0% 0.90% $5.1M 2025-01-21 $131.67
2024 Q3 ADDED — — — 40,870 +703 +1.8% 0.97% $5.5M 2024-10-11 $131.14
2024 Q2 ADDED — — — 40,167 +843 +2.1% 1.09% $6.0M 2024-07-31 $130.27
2024 Q1 ADDED — — — 39,324 +878 +2.3% 0.82% $4.4M 2024-04-18 $99.43
2023 Q4 ADDED — — — 38,446 +1,945 +5.3% 0.86% $4.2M 2024-01-11 $104.17
18 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding TER

As of 2026 Q1 — sorted by position size

Robocap Asset Management Ltd 9.31% Tensor Edge Capital, LLC 9.05% WINSLOW ASSET MANAGEMENT INC 3Y 7Y 7.65% Carmel Capital Management L.L.C. 3Y 4.25% Amanah Holdings Trust 3.59% KLEIN PAVLIS & PEASLEY FINANCIAL, INC. 3.3% GFG Capital, LLC 3Y 2.97% Watershed Asset Management, L.L.C. 3Y 7Y 2.73% OVERSEA-CHINESE BANKING Corp Ltd 3Y 2.58% XXEC, Inc. 3Y 2.44%

FAQ About AFFINITY WEALTH MANAGEMENT LLC and TER

These are the practical questions this page is built to answer before you even open the full history table.

How long has AFFINITY WEALTH MANAGEMENT LLC reported owning TER?

AFFINITY WEALTH MANAGEMENT LLC reported TER across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported TER position in AFFINITY WEALTH MANAGEMENT LLC's portfolio?

The largest reported portfolio weight for TER was 2.00% in 2026 Q1.

What is the latest reported TER position on this page?

The most recent filing on this page is 2026 Q1, when AFFINITY WEALTH MANAGEMENT LLC reported 44,546 shares, equal to 2.00% of portfolio, with an estimated market value of $13.2M.

What does the chart on this TER ownership page compare?

The chart compares AFFINITY WEALTH MANAGEMENT LLC's quarterly TER portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did AFFINITY WEALTH MANAGEMENT LLC time their TER position?

Based on 13F filing dates vs. subsequent TER price moves, AFFINITY WEALTH MANAGEMENT LLC correctly timed 18 out of 27 reported position changes (67%). The annualised alpha on TER relative to SPY over the holding period was +15.5%.

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