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 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	+$9.71K	﹤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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Pinnacle Wealth Planning Services's TER Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Teradyne (TER) stake by 6.1% in Q2 2026, selling an estimated $14.3K and leaving 584 shares worth $283K. The position accounts for 0.03% of the portfolio, ranked #399.

Pinnacle Wealth Planning Services first reported a position in TER in Q1 2018 and has held it in 12 quarters since. 1,424 funds tracked by Wall St. Rank hold TER as of Q2 2026.

Pinnacle Wealth Planning Services held 584 shares of Teradyne worth $283K as of Q2 2026.
Pinnacle Wealth Planning Services sold 38 Teradyne shares in Q2 2026, an estimated $14.3K.
Teradyne made up 0.03% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #399 holding.
Pinnacle Wealth Planning Services first reported a position in Teradyne in Q1 2018 and has held it in 12 quarters since.
1,424 funds tracked by Wall St. Rank held Teradyne as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.