POINCIANA ADVISORS GROUP, LLC TER — TERADYNE INC

Ownership history in POINCIANA ADVISORS GROUP, LLC  ·  5 quarters on record

AI Ownership Summary

POINCIANA ADVISORS GROUP, LLC reported TERADYNE INC (TER) in 5 quarterly 13F filings from 2025 Q2 through 2026 Q2. Peak portfolio weight reached 0.71% in 2026 Q1. The latest visible filing shows TER at 0.50% 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 POINCIANA ADVISORS GROUP, 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 Q2

TER was reported at 0.50% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.71% 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
2025 Q2 to 2026 Q2

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 POINCIANA ADVISORS GROUP, LLC fund profile POINCIANA ADVISORS GROUP, LLC full holdings
How POINCIANA ADVISORS GROUP, 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 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 1,382 -1,633 -54.2% 0.50% $669K 2026-07-28 $320.65
2026 Q1 REDUCED — — — 3,015 -119 -3.8% 0.71% $894K 2026-04-16 $365.78
2025 Q4 UNCHANGED — — — 3,134 — 0% 0.48% $607K 2026-02-09 $309.76
2025 Q3 UNCHANGED — — — 3,134 — 0% 0.36% $431K 2025-10-31 $181.48
2025 Q2 INITIATED — — — 3,134 — — 0.25% $282K 2025-07-17 $92.56

🏢 Other funds also holding TER

As of 2026 Q2 — sorted by position size

Robocap Asset Management Ltd 8.36% Tensor Edge Capital, LLC 5.72% Carmel Capital Management L.L.C. 3Y 4.45% KLEIN PAVLIS & PEASLEY FINANCIAL, INC. 4.34% GFG Capital, LLC 3Y 4.22% Sachetta, LLC 3.6% Gouws Capital LLC 3Y 3.58% Virtus Wealth Solutions LLC 3.41% Amanah Holdings Trust 3.13% Buttonwood Financial Advisors Inc. 3Y 3.11%

FAQ About POINCIANA ADVISORS GROUP, 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 POINCIANA ADVISORS GROUP, LLC reported owning TER?

POINCIANA ADVISORS GROUP, LLC reported TER across 5 quarterly 13F filings, from 2025 Q2 through 2026 Q2.

What was the largest reported TER position in POINCIANA ADVISORS GROUP, LLC's portfolio?

The largest reported portfolio weight for TER was 0.71% in 2026 Q1.

What is the latest reported TER position on this page?

The most recent filing on this page is 2026 Q2, when POINCIANA ADVISORS GROUP, LLC reported 1,382 shares, equal to 0.50% of portfolio, with an estimated market value of $669K.

What does the chart on this TER ownership page compare?

The chart compares POINCIANA ADVISORS GROUP, 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.

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