Creative Planning’s Teradyne TER Stock Holding History

Creative Planning’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
2021 Q3	–	Sell	-1,000	Closed	-$13K	–	2224
2021 Q2	$13K	Buy	1,000 +500	+100%	+$64K	﹤0.01%	2007
2021 Q1	$6K	Buy	+500	New	+$62.8K	﹤0.01%	2510
2020 Q4	–	Sell	-800	Closed	-$3K	–	2457
2020 Q3	$3K	Buy	+800	New	+$67.8K	﹤0.01%	2078

Other funds holding TER

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Creative Planning's TER Position: Q1 2026 in Review

Creative Planning reduced its Teradyne (TER) stake by 1.8% in Q1 2026, selling an estimated $310K and leaving 59,298 shares worth $17.6M. The position accounts for 0.01% of the portfolio, ranked #491.

Creative Planning first reported a position in TER in Q2 2013 and has held it in 44 quarters since. 1,223 funds tracked by Wall St. Rank hold TER as of Q1 2026.

Creative Planning held 59,298 shares of Teradyne worth $17.6M as of Q1 2026.
Creative Planning sold 1,112 Teradyne shares in Q1 2026, an estimated $310K.
Teradyne made up 0.01% of Creative Planning's portfolio in Q1 2026, its #491 holding.
Creative Planning first reported a position in Teradyne in Q2 2013 and has held it in 44 quarters since.
1,223 funds tracked by Wall St. Rank held Teradyne as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.