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Crestwood Advisors Group’s Teradyne TER Stock Holding History

Crestwood Advisors Group’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 		$1.23M Sell
2,541
-176
-6% -$66.4K 0.02% 294
2026
Q1 		$805K Buy
2,717
+886
+48% +$247K 0.01% 329
2025
Q4 		$354K Sell
1,831
-781
-30% -$134K 0.01% 475
2025
Q3 		$360K Buy
+2,612
New +$285K 0.01% 426
2025
Q1 		– Sell
-2,026
Closed -$255K – 514
2024
Q4 		$255K Buy
2,026
+353
+21% +$41.8K ﹤0.01% 411
2024
Q3 		$224K Buy
+1,673
New +$226K ﹤0.01% 412
2021
Q1 		– Sell
-996
Closed -$119K – 276
2020
Q4 		$119K Buy
+996
New +$102K ﹤0.01% 261

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

Crestwood Advisors Group's TER Position: Q2 2026 in Review

Crestwood Advisors Group reduced its Teradyne (TER) stake by 6.5% in Q2 2026, selling an estimated $66.4K and leaving 2,541 shares worth $1.23M. The position accounts for 0.02% of the portfolio, ranked #294.

Crestwood Advisors Group first reported a position in TER in Q4 2020 and has held it in 7 quarters since. 1,424 funds tracked by Wall St. Rank hold TER as of Q2 2026.

  • Crestwood Advisors Group held 2,541 shares of Teradyne worth $1.23M as of Q2 2026.
  • Crestwood Advisors Group sold 176 Teradyne shares in Q2 2026, an estimated $66.4K.
  • Teradyne made up 0.02% of Crestwood Advisors Group's portfolio in Q2 2026, its #294 holding.
  • Crestwood Advisors Group first reported a position in Teradyne in Q4 2020 and has held it in 7 quarters since.
  • 1,424 funds tracked by Wall St. Rank held Teradyne as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.