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Mowery & Schoenfeld Wealth Management’s Teradyne TER Stock Holding History

Mowery & Schoenfeld Wealth Management’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 		– Sell
-24
Closed -$4.65K – 475
2025
Q4 		$4.65K Buy
+24
New +$4.12K 0.01% 331
2025
Q1 		– Sell
-24
Closed -$3.02K – 556
2024
Q4 		$3.02K Buy
+24
New +$2.84K 0.01% 358

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
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
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's TER Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management sold out of Teradyne (TER) in Q1 2026, closing a stake of 24 shares — an estimated $4.65K sold.

Mowery & Schoenfeld Wealth Management first reported a position in TER in Q4 2024 and held it in 2 quarters. The position peaked at $4.65K in Q4 2025. 1,233 funds tracked by Wall St. Rank hold TER as of Q1 2026.

  • Mowery & Schoenfeld Wealth Management reported no remaining Teradyne position as of Q1 2026 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 24 Teradyne shares in Q1 2026, an estimated $4.65K.
  • Mowery & Schoenfeld Wealth Management first reported a position in Teradyne in Q4 2024 and held it in 2 quarters.
  • Mowery & Schoenfeld Wealth Management's Teradyne position peaked at $4.65K in Q4 2025.
  • 1,233 funds tracked by Wall St. Rank held Teradyne as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.