Capital Asset Advisory Services’s Teradyne TER Stock Holding History

Capital Asset Advisory Services’s Portfolio TER Stock Details TER Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$623K	Sell	1,660 -105	-6%	-$29.3K	0.02%	168
2025 Q4	$404K	Sell	1,765 -567	-24%	-$97.3K	0.02%	194
2025 Q3	$321K	Sell	2,332 -111	-5%	-$12.1K	0.01%	226
2025 Q2	$225K	Sell	2,443 -622	-20%	-$49.7K	0.01%	248
2025 Q1	$256K	Sell	3,065 -32	-1%	-$3.58K	0.01%	241
2024 Q4	$404K	Sell	3,097 -715	-19%	-$84.6K	0.02%	212
2024 Q3	$493K	Buy	3,812 +67	+2%	+$9.03K	0.02%	184
2024 Q2	$575K	Sell	3,745 -147	-4%	-$18.7K	0.03%	173
2024 Q1	$418K	Buy	3,892 +176	+5%	+$18.3K	0.02%	203
2023 Q4	$403K	Sell	3,716 -519	-12%	-$49.2K	0.03%	213
2023 Q3	$422K	Sell	4,235 -1,049	-20%	-$111K	0.03%	209
2023 Q2	$598K	Sell	5,284 -589	-10%	-$59.1K	0.04%	186
2023 Q1	$631K	Sell	5,873 -1,466	-20%	-$150K	0.05%	175
2022 Q4	$661K	Sell	7,339 -3,687	-33%	-$316K	0.05%	168
2022 Q3	$829K	Sell	11,026 -2,721	-20%	-$248K	0.11%	107
2022 Q2	$1.23M	Buy	13,747 +201	+1%	+$20.9K	0.14%	99
2022 Q1	$1.6M	Buy	13,546 +1,236	+10%	+$157K	0.17%	77
2021 Q4	$2.01M	Buy	12,310 +353	+3%	+$49.7K	0.21%	65
2021 Q3	$1.3M	Sell	11,957 -320	-3%	-$38.9K	0.15%	98
2021 Q2	$1.65M	Buy	12,277 +528	+4%	+$67.6K	0.18%	78
2021 Q1	$1.43M	Sell	11,749 -1,589	-12%	-$200K	0.21%	87
2020 Q4	$1.6M	Buy	13,338 +796	+6%	+$81.3K	0.28%	59
2020 Q3	$997K	Sell	12,542 -666	-5%	-$56.5K	0.21%	82
2020 Q2	$1.14M	Buy	13,208 +56	+0.4%	+$3.75K	0.24%	74
2020 Q1	$786K	Sell	13,152 -52	-0.4%	-$3.3K	0.21%	94
2019 Q4	$956K	Buy	13,204 +5,862	+80%	+$372K	0.22%	82
2019 Q3	$425K	Buy	7,342 +773	+12%	+$40.9K	0.28%	63
2019 Q2	$315K	Buy	+6,569	New	+$298K	0.24%	78

Other funds holding TER

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital Asset Advisory Services's TER Position: Q1 2026 in Review

Capital Asset Advisory Services reduced its Teradyne (TER) stake by 5.9% in Q1 2026, selling an estimated $29.3K and leaving 1,660 shares worth $623K. The position accounts for 0.02% of the portfolio, ranked #168.

Capital Asset Advisory Services first reported a position in TER in Q2 2019 and has held it in 28 quarters since. The position peaked at $2.01M in Q4 2021. 1,223 funds tracked by Wall St. Rank hold TER as of Q1 2026.

Capital Asset Advisory Services held 1,660 shares of Teradyne worth $623K as of Q1 2026.
Capital Asset Advisory Services sold 105 Teradyne shares in Q1 2026, an estimated $29.3K.
Teradyne made up 0.02% of Capital Asset Advisory Services's portfolio in Q1 2026, its #168 holding.
Capital Asset Advisory Services first reported a position in Teradyne in Q2 2019 and has held it in 28 quarters since.
Capital Asset Advisory Services's Teradyne position peaked at $2.01M in Q4 2021.
1,223 funds tracked by Wall St. Rank held Teradyne as of Q1 2026.

Based on Capital Asset Advisory Services's 13F filing for Q1 2026, filed 24 Apr 2026.