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 $6.73T AUM 46.02% 1-Year Est. Return

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

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

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

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Congress Wealth Management's TER Position: Q2 2025 in Review

Congress Wealth Management reduced its Teradyne (TER) stake by 38% in Q2 2025, selling an estimated $299K and leaving 6,152 shares worth $553K. The position accounts for 0.01% of the portfolio, ranked #891.

Congress Wealth Management first reported a position in TER in Q4 2021 and has held it in 15 quarters since. The position peaked at $1.37M in Q4 2024. 728 funds tracked by Wall St. Rank hold TER as of Q2 2025.

Congress Wealth Management held 6,152 shares of Teradyne worth $553K as of Q2 2025.
Congress Wealth Management sold 3,738 Teradyne shares in Q2 2025, an estimated $299K.
Teradyne made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #891 holding.
Congress Wealth Management first reported a position in Teradyne in Q4 2021 and has held it in 15 quarters since.
Congress Wealth Management's Teradyne position peaked at $1.37M in Q4 2024.
728 funds tracked by Wall St. Rank held Teradyne as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.