Outlook Wealth Advisors, LLC
- SEC CIK
- 0001767151
- Latest filing
- Aug 3, 2026
TER holding history
Teradyne, Inc in every 13F filed by Outlook 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)
- 3,143
- Value
- $1.52M
- % of portfolio
- 0.3%
- Quarters held
- 9
- Since Q2 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 3,143 | $1.52M | 0.3% | −146−4.4% | Reduced | Holders |
| Q1 2026 | 3,289 | $975.0K | 0.2% | −70−2.1% | Reduced | Holders |
| Q4 2025 | 3,359 | $650.1K | 0.1% | −329−8.9% | Reduced | Holders |
| Q3 2025 | 3,688 | $507.6K | 0.1% | +236+6.8% | Added | Holders |
| Q2 2025 | 3,452 | $310.4K | 0.1% | +157+4.8% | Added | Holders |
| Q1 2025 | 3,295 | $272.2K | 0.1% | +83+2.6% | Added | Holders |
| Q4 2024 | 3,212 | $404.5K | 0.1% | +155+5.1% | Added | Holders |
| Q3 2024 | 3,057 | $409.4K | 0.1% | +118+4.0% | Added | Holders |
| Q2 2024 | 2,939 | $435.8K | 0.2% | +2,939 | New | Holders |