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Marshall Financial Group (Maryland)’s Teradyne TER Stock Holding History

Marshall Financial Group (Maryland)’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 		$971K Sell
2,007
-350
-15% -$132K 0.14% 138
2026
Q1 		$699K Sell
2,357
-64
-3% -$17.8K 0.11% 170
2025
Q4 		$469K Sell
2,421
-9,041
-79% -$1.55M 0.09% 205
2025
Q3 		$1.58M Buy
11,462
+266
+2% +$29.1K 0.31% 77
2025
Q2 		$1.01M Buy
11,196
+783
+8% +$62.6K 0.2% 121
2025
Q1 		$860K Buy
10,413
+628
+6% +$70.3K 0.19% 132
2024
Q4 		$1.23M Buy
9,785
+230
+2% +$27.2K 0.3% 83
2024
Q3 		$1.28M Sell
9,555
-17
-0.2% -$2.29K 0.31% 80
2024
Q2 		$1.42M Buy
9,572
+464
+5% +$58.9K 0.4% 63
2024
Q1 		$1.03M Buy
9,108
+857
+10% +$89.3K 0.3% 92
2023
Q4 		$895K Buy
8,251
+96
+1% +$9.11K 0.29% 94
2023
Q3 		$819K Buy
8,155
+49
+0.6% +$5.17K 0.3% 86
2023
Q2 		$902K Buy
8,106
+177
+2% +$17.7K 0.31% 80
2023
Q1 		$852K Sell
7,929
-4,062
-34% -$415K 0.31% 85
2022
Q4 		$1.05M Buy
11,991
+4,065
+51% +$348K 0.41% 81
2022
Q3 		$596K Buy
7,926
+43
+0.5% +$3.92K 0.25% 122
2022
Q2 		$706K Buy
7,883
+1,059
+16% +$110K 0.28% 120
2022
Q1 		$807K Buy
6,824
+31
+0.5% +$3.93K 0.33% 108
2021
Q4 		$1.11M Buy
6,793
+1,362
+25% +$192K 0.41% 84
2021
Q3 		$593K Buy
5,431
+578
+12% +$70.2K 0.31% 114
2021
Q2 		$650K Buy
+4,853
New +$621K 0.35% 105

Other funds holding TER

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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Marshall Financial Group (Maryland)'s TER Position: Q2 2026 in Review

Marshall Financial Group (Maryland) reduced its Teradyne (TER) stake by 15% in Q2 2026, selling an estimated $132K and leaving 2,007 shares worth $971K. The position accounts for 0.14% of the portfolio, ranked #138.

Marshall Financial Group (Maryland) first reported a position in TER in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.58M in Q3 2025. 216 funds tracked by Wall St. Rank hold TER as of Q2 2026.

  • Marshall Financial Group (Maryland) held 2,007 shares of Teradyne worth $971K as of Q2 2026.
  • Marshall Financial Group (Maryland) sold 350 Teradyne shares in Q2 2026, an estimated $132K.
  • Teradyne made up 0.14% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #138 holding.
  • Marshall Financial Group (Maryland) first reported a position in Teradyne in Q2 2021 and has held it in 21 quarters since.
  • Marshall Financial Group (Maryland)'s Teradyne position peaked at $1.58M in Q3 2025.
  • 216 funds tracked by Wall St. Rank held Teradyne as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.