EFS
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Essex Financial Services’s Teradyne TER Stock Holding History

Essex Financial Services’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 		$411K Sell
1,385
-695
-33% -$194K 0.02% 513
2025
Q4 		$403K Buy
2,080
+355
+21% +$60.9K 0.02% 501
2025
Q3 		$237K Buy
+1,725
New +$188K 0.01% 647
2024
Q4 		– Sell
-1,776
Closed -$223K – 661
2024
Q3 		$223K Sell
1,776
-26
-1% -$3.5K 0.02% 573
2024
Q2 		$221K Buy
+1,802
New +$229K 0.02% 562

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

Essex Financial Services's TER Position: Q1 2026 in Review

Essex Financial Services reduced its Teradyne (TER) stake by 33% in Q1 2026, selling an estimated $194K and leaving 1,385 shares worth $411K. The position accounts for 0.02% of the portfolio, ranked #513.

Essex Financial Services first reported a position in TER in Q2 2024 and has held it in 5 quarters since. 1,223 funds tracked by Wall St. Rank hold TER as of Q1 2026.

  • Essex Financial Services held 1,385 shares of Teradyne worth $411K as of Q1 2026.
  • Essex Financial Services sold 695 Teradyne shares in Q1 2026, an estimated $194K.
  • Teradyne made up 0.02% of Essex Financial Services's portfolio in Q1 2026, its #513 holding.
  • Essex Financial Services first reported a position in Teradyne in Q2 2024 and has held it in 5 quarters since.
  • 1,223 funds tracked by Wall St. Rank held Teradyne as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.