Midwest Professional Planners, LTD. TER TERADYNE INC

Ownership history in Midwest Professional Planners, LTD.  ·  6 quarters on record

AI Ownership Summary

Midwest Professional Planners, LTD. reported TERADYNE INC (TER) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 1.07% in 2026 Q1. The latest visible filing shows TER at 1.07% 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.

What this TER ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Midwest Professional Planners, LTD.'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 1.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.07% 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
2024 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.

How Midwest Professional Planners, LTD. 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 6 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 15,346 +5,035 +48.8% 1.07% $4.5M 2026-05-05 $357.10
2025 Q4 ADDED 10,311 +2,486 +31.8% 0.47% $2.0M 2026-02-06 $299.98
2025 Q3 ADDED 7,825 +4,839 +162.1% 0.26% $1.1M 2025-11-04 $175.44
2025 Q2 ADDED 2,986 +25 +0.8% 0.07% $269K 2025-08-11 $104.45
2025 Q1 ADDED 2,961 +214 +7.8% 0.08% $245K 2025-05-02 $75.60
2024 Q4 INITIATED 2,747 0.10% $346K 2025-02-10 $113.52

FAQ About Midwest Professional Planners, LTD. and TER

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

How long has Midwest Professional Planners, LTD. reported owning TER?

Midwest Professional Planners, LTD. reported TER across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported TER position in Midwest Professional Planners, LTD.'s portfolio?

The largest reported portfolio weight for TER was 1.07% in 2026 Q1.

What is the latest reported TER position on this page?

The most recent filing on this page is 2026 Q1, when Midwest Professional Planners, LTD. reported 15,346 shares, equal to 1.07% of portfolio, with an estimated market value of $4.5M.

What does the chart on this TER ownership page compare?

The chart compares Midwest Professional Planners, LTD.'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 Midwest Professional Planners, LTD. time their TER position?

Based on 13F filing dates vs. subsequent TER price moves, Midwest Professional Planners, LTD. correctly timed 4 out of 5 reported position changes (80%). The annualised alpha on TER relative to SPY over the holding period was +127.9%.

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