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EP Wealth Advisors, LLC

SEC CIK
0001540569
Latest filing
Aug 11, 2026

TER holding history

Teradyne, Inc in every 13F filed by EP Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

TER overviewAll 13F holders of TERFull Q2 2026 holdings

Shares (Q2 2026)
5,448
Value
$2.64M
% of portfolio
<0.1%
Quarters held
20
Since Q1 2021
Holdings of TER by EP Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,448$2.64M<0.1%+1,031+23.3%AddedHolders
Q1 20264,417$1.31M<0.1%+34+0.8%AddedHolders
Q4 20254,383$848.3K<0.1%–No prior filingHolders
Q3 2025––––Not filedHolders
Q2 20253,973$357.3K<0.1%−431−9.8%ReducedHolders
Q1 20254,404$363.7K<0.1%+662+17.7%AddedHolders
Q4 20243,742$471.2K<0.1%+249+7.1%AddedHolders
Q3 20243,493$467.8K<0.1%+466+15.4%AddedHolders
Q2 20243,027$448.8K<0.1%+1,022+51.0%AddedHolders
Q1 20242,005$226.3K<0.1%−5,708−74.0%ReducedHolders
Q4 20237,713$837.0K<0.1%−771−9.1%ReducedHolders
Q3 20238,484$852.3K<0.1%+1,047+14.1%AddedHolders
Q2 20237,437$941.8K<0.1%−2,784−27.2%ReducedHolders
Q1 202310,221$612.2K<0.1%+845+9.0%AddedHolders
Q4 20229,376$819.0K<0.1%+9,376NewHolders
Q3 20220$00.0%−11,124−100.0%Sold outHolders
Q2 202211,124$996.0K<0.1%−83−0.7%ReducedHolders
Q1 202211,207$1.32M<0.1%−84−0.7%ReducedHolders
Q4 202111,291$1.85M<0.1%−697−5.8%ReducedHolders
Q3 202111,988$1.31M<0.1%+87+0.7%AddedHolders
Q2 202111,901$1.59M<0.1%+4,395+58.6%AddedHolders
Q1 20217,506$913.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.