Montag & Caldwell’s Teradyne TER Stock Holding History

Montag & Caldwell’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
2025 Q2	$575K	Hold	6,391	–	–	0.13%	69
2025 Q1	$528K	Buy	6,391 +3,063	+92%	+$343K	0.12%	72
2024 Q4	$419K	Buy	+3,328	New	+$394K	0.09%	75

Other funds holding TER

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Montag & Caldwell's TER Position: Q2 2025 in Review

Montag & Caldwell held its Teradyne (TER) position steady in Q2 2025 at 6,391 shares worth $575K. The position accounts for 0.13% of the portfolio, ranked #69.

Montag & Caldwell first reported a position in TER in Q4 2024 and has held it in 3 quarters since. 728 funds tracked by Wall St. Rank hold TER as of Q2 2025.

Montag & Caldwell held 6,391 shares of Teradyne worth $575K as of Q2 2025.
Montag & Caldwell left its Teradyne share count unchanged in Q2 2025.
Teradyne made up 0.13% of Montag & Caldwell's portfolio in Q2 2025, its #69 holding.
Montag & Caldwell first reported a position in Teradyne in Q4 2024 and has held it in 3 quarters since.
728 funds tracked by Wall St. Rank held Teradyne as of Q2 2025.

Based on Montag & Caldwell's 13F filing for Q2 2025, filed 15 Aug 2025.