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Compass Financial Services’s Teradyne TER Stock Holding History

Compass Financial 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 		– Sell
-125
Closed -$24.2K – 249
2025
Q4 		$24.2K Sell
125
-141
-53% -$24.2K 0.01% 144
2025
Q3 		$36.6K Buy
266
+1
+0.4% +$109 0.02% 121
2025
Q2 		$23.9K Hold
265
– – 0.01% 143
2025
Q1 		$21.9K Hold
265
– – 0.01% 132
2024
Q4 		$33.3K Buy
+265
New +$31.4K 0.02% 84

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
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
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Compass Financial Services's TER Position: Q1 2026 in Review

Compass Financial Services sold out of Teradyne (TER) in Q1 2026, closing a stake of 125 shares — an estimated $24.2K sold.

Compass Financial Services first reported a position in TER in Q4 2024 and held it in 5 quarters. The position peaked at $36.6K in Q3 2025. 1,231 funds tracked by Wall St. Rank hold TER as of Q1 2026.

  • Compass Financial Services reported no remaining Teradyne position as of Q1 2026 after selling out during the quarter.
  • Compass Financial Services sold 125 Teradyne shares in Q1 2026, an estimated $24.2K.
  • Compass Financial Services first reported a position in Teradyne in Q4 2024 and held it in 5 quarters.
  • Compass Financial Services's Teradyne position peaked at $36.6K in Q3 2025.
  • 1,231 funds tracked by Wall St. Rank held Teradyne as of Q1 2026.

Based on Compass Financial Services's 13F filing for Q1 2026, filed 1 May 2026.