APPLETON PARTNERS INC/MA TER — TERADYNE INC COMMON

Ownership history in APPLETON PARTNERS INC/MA  ·  23 quarters on record

AI Ownership Summary

APPLETON PARTNERS INC/MA reported TERADYNE INC COMMON (TER) in 23 quarterly 13F filings from 2026 Q2 through 2026 Q2. Peak portfolio weight reached 0.31% in 2026 Q2. The latest visible filing shows TER at 0.31% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this TER ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was APPLETON PARTNERS INC/MA's position in TERADYNE INC COMMON, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

TER was reported at 0.31% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.31% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

TER stock page APPLETON PARTNERS INC/MA fund profile APPLETON PARTNERS INC/MA full holdings
How APPLETON PARTNERS INC/MA held TER — position size vs. price
% of Fund (quarterly)    TER price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 1 quarter  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 10,342 -8,533 -45.2% 0.31% $5K 2026-07-21 $374.04
22 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding TER

As of 2026 Q2 — sorted by position size

WINSLOW ASSET MANAGEMENT INC 3Y 7Y 9.95% Fourier Capital Management Ltd 9.02% Robocap Asset Management Ltd 8.36% Anther Capital Ltd 8.26% Totem Point Management, LLC 3Y 7Y 6.52% WT Asset Management Ltd 3Y 7Y 6.32% Tensor Edge Capital, LLC 5.72% Alta Park Capital, LP 3Y 7Y 5.35% Carmel Capital Management L.L.C. 3Y 4.45% LONE PINE CAPITAL LLC 3Y 7Y 4.42%

FAQ About APPLETON PARTNERS INC/MA and TER

These are the practical questions this page is built to answer before you even open the full history table.

How long has APPLETON PARTNERS INC/MA reported owning TER?

APPLETON PARTNERS INC/MA reported TER across 1 quarterly 13F filings, from 2026 Q2 through 2026 Q2.

What was the largest reported TER position in APPLETON PARTNERS INC/MA's portfolio?

The largest reported portfolio weight for TER was 0.31% in 2026 Q2.

What is the latest reported TER position on this page?

The most recent filing on this page is 2026 Q2, when APPLETON PARTNERS INC/MA reported 10,342 shares, equal to 0.31% of portfolio, with an estimated market value of $5K.

What does the chart on this TER ownership page compare?

The chart compares APPLETON PARTNERS INC/MA's quarterly TER portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did APPLETON PARTNERS INC/MA time their TER position?

Based on 13F filing dates vs. subsequent TER price moves, APPLETON PARTNERS INC/MA correctly timed 11 out of 22 reported position changes (50%). The annualised alpha on TER relative to SPY over the holding period was -22.0%.

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