Private Wealth Partners’s Teradyne TER Stock Holding History

Private Wealth Partners’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 Q1	–	Sell	-1,850	Closed	-$233K	–	182
2024 Q4	$233K	Buy	+1,850	New	+$219K	0.02%	160

Other funds holding TER

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

Private Wealth Partners's TER Position: Q1 2025 in Review

Private Wealth Partners sold out of Teradyne (TER) in Q1 2025, closing a stake of 1,850 shares — an estimated $233K sold.

Private Wealth Partners first reported a position in TER in Q4 2024 and held it in 1 quarter. The position peaked at $233K in Q4 2024. 748 funds tracked by Wall St. Rank hold TER as of Q1 2025.

Private Wealth Partners reported no remaining Teradyne position as of Q1 2025 after selling out during the quarter.
Private Wealth Partners sold 1,850 Teradyne shares in Q1 2025, an estimated $233K.
Private Wealth Partners first reported a position in Teradyne in Q4 2024 and held it in 1 quarter.
Private Wealth Partners's Teradyne position peaked at $233K in Q4 2024.
748 funds tracked by Wall St. Rank held Teradyne as of Q1 2025.

Based on Private Wealth Partners's 13F filing for Q1 2025, filed 22 Apr 2025.