Congress Wealth Management’s Teradyne TER Stock Holding History

Congress Wealth Management’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
2025 Q2	$553K	Sell	6,152 -3,738	-38%	-$299K	0.01%	891
2025 Q1	$817K	Sell	9,890 -1,016	-9%	-$114K	0.01%	676
2024 Q4	$1.37M	Buy	10,906 +5,530	+103%	+$654K	0.02%	465
2024 Q3	$720K	Sell	5,376 -31	-0.6%	-$4.18K	0.01%	576
2024 Q2	$802K	Buy	5,407 +5	+0.1%	+$635	0.01%	462
2024 Q1	$610K	Sell	5,402 -22	-0.4%	-$2.29K	0.01%	433
2023 Q4	$589K	Sell	5,424 -574	-10%	-$54.4K	0.01%	445
2023 Q3	$603K	Buy	5,998 +600	+11%	+$63.3K	0.01%	435
2023 Q2	$601K	Hold	5,398	–	–	0.01%	398
2023 Q1	$580K	Hold	5,398	–	–	0.01%	402
2022 Q4	$472K	Hold	5,398	–	–	0.01%	413
2022 Q3	$406K	Sell	5,398 -358	-6%	-$32.6K	0.01%	429
2022 Q2	$515K	Sell	5,756 -17	-0.3%	-$1.77K	0.01%	404
2022 Q1	$683K	Buy	5,773 +67	+1%	+$8.49K	0.01%	401
2021 Q4	$933K	Buy	+5,706	New	+$803K	0.02%	378

Other funds holding TER

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VanEck Associates

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Federated Hermes

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return