Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Teradyne TER Stock Holding History

Carson Wealth (CWM LLC)’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 		$19M Buy
64,232
+27,982
+77% +$7.8M 0.05% 348
2025
Q4 		$7.02M Buy
36,250
+19,624
+118% +$3.37M 0.02% 645
2025
Q3 		$2.29M Sell
16,626
-1,575
-9% -$172K 0.01% 1034
2025
Q2 		$1.64M Sell
18,201
-19,250
-51% -$1.54M 0.01% 1022
2025
Q1 		$3.09M Buy
37,451
+33,940
+967% +$3.8M 0.01% 672
2024
Q4 		$442K Sell
3,511
-1,337
-28% -$158K ﹤0.01% 1430
2024
Q3 		$649K Buy
4,848
+1,227
+34% +$165K ﹤0.01% 1215
2024
Q2 		$537K Buy
3,621
+595
+20% +$75.6K ﹤0.01% 1165
2024
Q1 		$341K Buy
3,026
+373
+14% +$38.9K ﹤0.01% 1278
2023
Q4 		$288K Sell
2,653
-398
-13% -$37.8K ﹤0.01% 1273
2023
Q3 		$307K Buy
3,051
+499
+20% +$52.6K ﹤0.01% 1148
2023
Q2 		$284K Buy
2,552
+454
+22% +$45.5K ﹤0.01% 1132
2023
Q1 		$226K Buy
2,098
+158
+8% +$16.2K ﹤0.01% 1156
2022
Q4 		$169K Buy
1,940
+203
+12% +$17.4K ﹤0.01% 1160
2022
Q3 		$131K Buy
1,737
+45
+3% +$4.1K ﹤0.01% 1223
2022
Q2 		$152K Buy
1,692
+186
+12% +$19.4K ﹤0.01% 1154
2022
Q1 		$178K Buy
1,506
+596
+65% +$75.5K ﹤0.01% 1087
2021
Q4 		$149K Buy
+910
New +$128K ﹤0.01% 1150
2021
Q2 		$65K Hold
484
– – ﹤0.01% 1295
2021
Q1 		$65K Hold
484
– – ﹤0.01% 1295
2020
Q4 		$65K Hold
484
– – ﹤0.01% 1295
2020
Q3 		$65K Hold
484
– – ﹤0.01% 1295
2020
Q2 		$65K Hold
484
– – ﹤0.01% 1295
2020
Q1 		$65K Hold
484
– – ﹤0.01% 1295
2019
Q4 		$65K Hold
484
– – ﹤0.01% 1295
2019
Q3 		$65K Hold
484
– – ﹤0.01% 1295
2019
Q2 		$65K Hold
484
– – ﹤0.01% 1295
2019
Q1 		$65K Buy
484
+426
+734% +$15.9K ﹤0.01% 1295
2018
Q4 		$2K Buy
58
+12
+26% +$407 ﹤0.01% 1800
2018
Q3 		$2K Sell
46
-14
-23% -$564 ﹤0.01% 1567
2018
Q2 		$2K Buy
60
+52
+650% +$2.03K ﹤0.01% 1426
2018
Q1 		$0 Hold
8
– – ﹤0.01% 1534
2017
Q4 		$0 Hold
8
– – ﹤0.01% 1580
2017
Q3 		$0 Sell
8
-17
-68% -$589 ﹤0.01% 1561
2017
Q2 		$1K Hold
25
– – ﹤0.01% 1141
2017
Q1 		$1K Sell
25
-374
-94% -$10.7K ﹤0.01% 1108
2016
Q4 		$10K Buy
399
+382
+2,247% +$9.06K ﹤0.01% 737
2016
Q3 		$0 Hold
17
– – ﹤0.01% 1064
2016
Q2 		$0 Buy
+17
New +$335 ﹤0.01% 860

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

Carson Wealth (CWM LLC)'s TER Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Teradyne (TER) stake by 77% in Q1 2026, buying an estimated $7.8M and bringing the position to 64,232 shares worth $19M. The position accounts for 0.05% of the portfolio, ranked #348.

Carson Wealth (CWM LLC) first reported a position in TER in Q2 2016 and has held it in 39 quarters since. 1,223 funds tracked by Wall St. Rank hold TER as of Q1 2026.

  • Carson Wealth (CWM LLC) held 64,232 shares of Teradyne worth $19M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 27,982 Teradyne shares in Q1 2026, an estimated $7.8M.
  • Teradyne made up 0.05% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #348 holding.
  • Carson Wealth (CWM LLC) first reported a position in Teradyne in Q2 2016 and has held it in 39 quarters since.
  • 1,223 funds tracked by Wall St. Rank held Teradyne as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.