EFG
TER icon

Everhart Financial Group’s Teradyne TER Stock Holding History

Everhart Financial Group’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 		$350K Sell
723
-1
-0.1% -$377 0.02% 334
2026
Q1 		$215K Buy
+724
New +$202K 0.02% 433

Other funds holding TER

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
TEC
Tensor Edge Capital Weston, Massachusetts $1.51B AUM
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AHT
Amanah Holdings Trust London $1.7B AUM 612.53% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
FSA
Franklin Street Advisors Chapel Hill, North Carolina $1.79B AUM 28.1% 1-Year Est. Return

Everhart Financial Group's TER Position: Q2 2026 in Review

Everhart Financial Group reduced its Teradyne (TER) stake by 0.14% in Q2 2026, selling an estimated $377 and leaving 723 shares worth $350K. The position accounts for 0.02% of the portfolio, ranked #334.

Everhart Financial Group first reported a position in TER in Q1 2026 and has held it in 2 quarters since. 245 funds tracked by Wall St. Rank hold TER as of Q2 2026.

  • Everhart Financial Group held 723 shares of Teradyne worth $350K as of Q2 2026.
  • Everhart Financial Group sold 1 Teradyne share in Q2 2026, an estimated $377.
  • Teradyne made up 0.02% of Everhart Financial Group's portfolio in Q2 2026, its #334 holding.
  • Everhart Financial Group first reported a position in Teradyne in Q1 2026 and has held it in 2 quarters since.
  • 245 funds tracked by Wall St. Rank held Teradyne as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.