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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
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 $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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capstone Wealth Management Group (Oregon)'s TER Position: Q1 2026 in Review

Capstone Wealth Management Group (Oregon) held its Teradyne (TER) position steady in Q1 2026 at 1,555 shares worth $461K. The position accounts for 0.28% of the portfolio, ranked #75.

Capstone Wealth Management Group (Oregon) first reported a position in TER in Q3 2025 and has held it in 3 quarters since. 1,223 funds tracked by Wall St. Rank hold TER as of Q1 2026.

  • Capstone Wealth Management Group (Oregon) held 1,555 shares of Teradyne worth $461K as of Q1 2026.
  • Capstone Wealth Management Group (Oregon) left its Teradyne share count unchanged in Q1 2026.
  • Teradyne made up 0.28% of Capstone Wealth Management Group (Oregon)'s portfolio in Q1 2026, its #75 holding.
  • Capstone Wealth Management Group (Oregon) first reported a position in Teradyne in Q3 2025 and has held it in 3 quarters since.
  • 1,223 funds tracked by Wall St. Rank held Teradyne as of Q1 2026.

Based on Capstone Wealth Management Group (Oregon)'s 13F filing for Q1 2026, filed 16 Apr 2026.