Concord Wealth Partners’s Teradyne TER Stock Holding History

Concord Wealth Partners’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	-27	Closed	-$5.29K	–	723
2025 Q4	$5.29K	Hold	27	–	–	﹤0.01%	617
2025 Q3	$3.76K	Hold	27	–	–	﹤0.01%	659
2025 Q2	$2.46K	Buy	+27	New	+$2.16K	﹤0.01%	703
2024 Q1	–	Sell	-1,678	Closed	-$182K	–	901
2023 Q4	$182K	Buy	1,678 +180	+12%	+$17.1K	0.04%	208
2023 Q3	$150K	Buy	+1,498	New	+$158K	0.03%	224
2022 Q2	–	Sell	-221	Closed	-$26K	–	1369
2022 Q1	$26K	Sell	221 -13	-6%	-$1.65K	0.01%	580
2021 Q4	$38K	Buy	234 +212	+964%	+$29.8K	0.01%	504
2021 Q3	$2K	Sell	22 -91	-81%	-$11.1K	﹤0.01%	783
2021 Q2	$15K	Buy	113 +76	+205%	+$9.73K	﹤0.01%	561
2021 Q1	$5K	Buy	+37	New	+$4.65K	﹤0.01%	682

Other funds holding TER

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Alkeon Capital Management

Alkeon Capital Management New York $22.1B AUM 51.63% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return