Pinnacle Wealth Planning Services
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Pinnacle Wealth Planning Services’s Teradyne TER Stock Holding History

Pinnacle Wealth Planning 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
Q3 		$239K Buy
596
+12
+2% +$4.43K 0.02% 441
2026
Q2 		$283K Sell
584
-38
-6% -$14.3K 0.03% 399
2026
Q1 		$184K Sell
622
-283
-31% -$78.9K 0.02% 507
2025
Q4 		$175K Buy
+905
New +$155K 0.02% 511
2024
Q4 		– Sell
-1,808
Closed -$242K – 549
2024
Q3 		$242K Buy
1,808
+1
+0.1% +$135 0.03% 377
2024
Q2 		$268K Hold
1,807
– – 0.04% 315
2024
Q1 		$204K Sell
1,807
-206
-10% -$21.5K 0.03% 429
2023
Q4 		$218K Sell
2,013
-29
-1% -$2.75K 0.03% 372
2023
Q3 		$205K Hold
2,042
– – 0.03% 360
2023
Q2 		$227K Sell
2,042
-3
-0.1% -$301 0.04% 337
2023
Q1 		$220K Buy
+2,045
New +$209K 0.04% 355
2021
Q1 		– Sell
-95
Closed -$11K – 1769
2020
Q4 		$11K Buy
+95
New +$9.7K ﹤0.01% 1365
2018
Q2 		– Sell
-5,068
Closed -$232K – 187
2018
Q1 		$232K Buy
+5,068
New +$232K 0.24% 142

Other funds holding TER

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $165B AUM 72.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Pinnacle Wealth Planning Services's TER Position: Q3 2026 in Review

Pinnacle Wealth Planning Services increased its Teradyne (TER) stake by 2.1% in Q3 2026, buying an estimated $4.43K and bringing the position to 596 shares worth $239K. The position accounts for 0.02% of the portfolio, ranked #441.

Pinnacle Wealth Planning Services first reported a position in TER in Q1 2018 and has held it in 13 quarters since. The position peaked at $283K in Q2 2026. 1,138 funds tracked by Wall St. Rank hold TER as of Q3 2026.

  • Pinnacle Wealth Planning Services held 596 shares of Teradyne worth $239K as of Q3 2026.
  • Pinnacle Wealth Planning Services bought 12 Teradyne shares in Q3 2026, an estimated $4.43K.
  • Teradyne made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #441 holding.
  • Pinnacle Wealth Planning Services first reported a position in Teradyne in Q1 2018 and has held it in 13 quarters since.
  • Pinnacle Wealth Planning Services's Teradyne position peaked at $283K in Q2 2026.
  • 1,138 funds tracked by Wall St. Rank held Teradyne as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.