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 $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

Creative Planning's TER Position: Q2 2026 in Review

Creative Planning increased its Teradyne (TER) stake by 22% in Q2 2026, buying an estimated $4.87M and bringing the position to 72,200 shares worth $34.9M. The position accounts for 0.02% of the portfolio, ranked #314.

Creative Planning first reported a position in TER in Q2 2013 and has held it in 45 quarters since. 1,424 funds tracked by Wall St. Rank hold TER as of Q2 2026.

Creative Planning held 72,200 shares of Teradyne worth $34.9M as of Q2 2026.
Creative Planning bought 12,902 Teradyne shares in Q2 2026, an estimated $4.87M.
Teradyne made up 0.02% of Creative Planning's portfolio in Q2 2026, its #314 holding.
Creative Planning first reported a position in Teradyne in Q2 2013 and has held it in 45 quarters since.
1,424 funds tracked by Wall St. Rank held Teradyne as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.