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Crestmont Private Wealth’s Teradyne TER Stock Holding History

Crestmont Private Wealth’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
Q1 		$350K Hold
1,180
– – 0.11% 73
2025
Q4 		$228K Buy
+1,180
New +$202K 0.07% 80
2024
Q4 		– Sell
-1,508
Closed -$202K – 115
2024
Q3 		$202K Buy
1,508
+33
+2% +$4.45K 0.09% 113
2024
Q2 		$219K Buy
+1,475
New +$187K 0.11% 72

Other funds holding TER

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Crestmont Private Wealth's TER Position: Q1 2026 in Review

Crestmont Private Wealth held its Teradyne (TER) position steady in Q1 2026 at 1,180 shares worth $350K. The position accounts for 0.11% of the portfolio, ranked #73.

Crestmont Private Wealth first reported a position in TER in Q2 2024 and has held it in 4 quarters since. 1,223 funds tracked by Wall St. Rank hold TER as of Q1 2026.

  • Crestmont Private Wealth held 1,180 shares of Teradyne worth $350K as of Q1 2026.
  • Crestmont Private Wealth left its Teradyne share count unchanged in Q1 2026.
  • Teradyne made up 0.11% of Crestmont Private Wealth's portfolio in Q1 2026, its #73 holding.
  • Crestmont Private Wealth first reported a position in Teradyne in Q2 2024 and has held it in 4 quarters since.
  • 1,223 funds tracked by Wall St. Rank held Teradyne as of Q1 2026.

Based on Crestmont Private Wealth's 13F filing for Q1 2026, filed 8 May 2026.