CPW
TER icon

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
Q2 		$263K Sell
543
-637
-54% -$240K 0.07% 91
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Crestmont Private Wealth's TER Position: Q2 2026 in Review

Crestmont Private Wealth reduced its Teradyne (TER) stake by 54% in Q2 2026, selling an estimated $240K and leaving 543 shares worth $263K. The position accounts for 0.07% of the portfolio, ranked #91.

Crestmont Private Wealth first reported a position in TER in Q2 2024 and has held it in 5 quarters since. The position peaked at $350K in Q1 2026. 1,424 funds tracked by Wall St. Rank hold TER as of Q2 2026.

  • Crestmont Private Wealth held 543 shares of Teradyne worth $263K as of Q2 2026.
  • Crestmont Private Wealth sold 637 Teradyne shares in Q2 2026, an estimated $240K.
  • Teradyne made up 0.07% of Crestmont Private Wealth's portfolio in Q2 2026, its #91 holding.
  • Crestmont Private Wealth first reported a position in Teradyne in Q2 2024 and has held it in 5 quarters since.
  • Crestmont Private Wealth's Teradyne position peaked at $350K in Q1 2026.
  • 1,424 funds tracked by Wall St. Rank held Teradyne as of Q2 2026.

Based on Crestmont Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.