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 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	+$9.71K	﹤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 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

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

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Pinnacle Wealth Planning Services's TER Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Teradyne (TER) stake by 31% in Q1 2026, selling an estimated $78.9K and leaving 622 shares worth $184K. The position accounts for 0.02% of the portfolio, ranked #507.

Pinnacle Wealth Planning Services first reported a position in TER in Q1 2018 and has held it in 11 quarters since. The position peaked at $268K in Q2 2024. 1,224 funds tracked by Wall St. Rank hold TER as of Q1 2026.

Pinnacle Wealth Planning Services held 622 shares of Teradyne worth $184K as of Q1 2026.
Pinnacle Wealth Planning Services sold 283 Teradyne shares in Q1 2026, an estimated $78.9K.
Teradyne made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #507 holding.
Pinnacle Wealth Planning Services first reported a position in Teradyne in Q1 2018 and has held it in 11 quarters since.
Pinnacle Wealth Planning Services's Teradyne position peaked at $268K in Q2 2024.
1,224 funds tracked by Wall St. Rank held Teradyne as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.