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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
Q2 		$454K Sell
939
-446
-32% -$168K 0.02% 506
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 $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 $3.38T AUM 44.17% 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

Essex Financial Services's TER Position: Q2 2026 in Review

Essex Financial Services reduced its Teradyne (TER) stake by 32% in Q2 2026, selling an estimated $168K and leaving 939 shares worth $454K. The position accounts for 0.02% of the portfolio, ranked #506.

Essex Financial Services first reported a position in TER in Q2 2024 and has held it in 6 quarters since. 1,429 funds tracked by Wall St. Rank hold TER as of Q2 2026.

  • Essex Financial Services held 939 shares of Teradyne worth $454K as of Q2 2026.
  • Essex Financial Services sold 446 Teradyne shares in Q2 2026, an estimated $168K.
  • Teradyne made up 0.02% of Essex Financial Services's portfolio in Q2 2026, its #506 holding.
  • Essex Financial Services first reported a position in Teradyne in Q2 2024 and has held it in 6 quarters since.
  • 1,429 funds tracked by Wall St. Rank held Teradyne as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.