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 Q2	$13.2K	Buy	+27	New	+$10.2K	﹤0.01%	537
2026 Q1	–	Sell	-27	Closed	-$5.29K	–	722
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	–	900
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	–	1368
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Concord Wealth Partners's TER Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Teradyne (TER) in Q2 2026: 27 shares worth $13.2K. The stake represents ﹤0.01% of the portfolio and ranks #537 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in TER as recently as Q4 2025.

Concord Wealth Partners first reported a position in TER in Q1 2021 and has held it in 11 quarters since. The position peaked at $182K in Q4 2023. 1,424 funds tracked by Wall St. Rank hold TER as of Q2 2026.

Concord Wealth Partners held 27 shares of Teradyne worth $13.2K as of Q2 2026.
Teradyne was a new Concord Wealth Partners position in Q2 2026.
Teradyne made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #537 holding.
Concord Wealth Partners first reported a position in Teradyne in Q1 2021 and has held it in 11 quarters since.
Concord Wealth Partners's Teradyne position peaked at $182K in Q4 2023.
1,424 funds tracked by Wall St. Rank held Teradyne as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.