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Capstone Wealth Management Group (Oregon)’s Teradyne TER Stock Holding History

Capstone Wealth Management Group (Oregon)’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
Q2 		$753K Buy
1,556
+1
+0.1% +$377 0.45% 52
2026
Q1 		$461K Hold
1,555
– – 0.28% 75
2025
Q4 		$301K Buy
1,555
+1
+0.1% +$172 0.18% 91
2025
Q3 		$214K Buy
+1,554
New +$170K 0.14% 116

Other funds holding TER

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Capstone Wealth Management Group (Oregon)'s TER Position: Q2 2026 in Review

Capstone Wealth Management Group (Oregon) increased its Teradyne (TER) stake by 0.06% in Q2 2026, buying an estimated $377 and bringing the position to 1,556 shares worth $753K. The position accounts for 0.45% of the portfolio, ranked #52.

Capstone Wealth Management Group (Oregon) first reported a position in TER in Q3 2025 and has held it in 4 quarters since. 1,424 funds tracked by Wall St. Rank hold TER as of Q2 2026.

  • Capstone Wealth Management Group (Oregon) held 1,556 shares of Teradyne worth $753K as of Q2 2026.
  • Capstone Wealth Management Group (Oregon) bought 1 Teradyne share in Q2 2026, an estimated $377.
  • Teradyne made up 0.45% of Capstone Wealth Management Group (Oregon)'s portfolio in Q2 2026, its #52 holding.
  • Capstone Wealth Management Group (Oregon) first reported a position in Teradyne in Q3 2025 and has held it in 4 quarters since.
  • 1,424 funds tracked by Wall St. Rank held Teradyne as of Q2 2026.

Based on Capstone Wealth Management Group (Oregon)'s 13F filing for Q2 2026, filed 27 Jul 2026.