Merit Financial Group
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Merit Financial Group’s Teradyne TER Stock Holding History

Merit 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
Q3 		$3.78M Sell
9,425
-2,561
-21% -$945K 0.02% 541
2026
Q2 		$5.8M Buy
11,986
+1,618
+16% +$610K 0.04% 390
2026
Q1 		$3.07M Buy
10,368
+3,709
+56% +$1.03M 0.02% 533
2025
Q4 		$1.29M Buy
6,659
+2,986
+81% +$512K 0.01% 819
2025
Q3 		$506K Buy
3,673
+47
+1% +$5.14K ﹤0.01% 1187
2025
Q2 		$326K Sell
3,626
-12,259
-77% -$979K ﹤0.01% 1300
2025
Q1 		$1.31M Buy
+15,885
New +$1.78M 0.02% 559

Other funds holding TER

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Merit Financial Group's TER Position: Q3 2026 in Review

Merit Financial Group reduced its Teradyne (TER) stake by 21% in Q3 2026, selling an estimated $945K and leaving 9,425 shares worth $3.78M. The position accounts for 0.02% of the portfolio, ranked #541.

Merit Financial Group first reported a position in TER in Q1 2025 and has held it in 7 quarters since. The position peaked at $5.8M in Q2 2026. 843 funds tracked by Wall St. Rank hold TER as of Q3 2026.

  • Merit Financial Group held 9,425 shares of Teradyne worth $3.78M as of Q3 2026.
  • Merit Financial Group sold 2,561 Teradyne shares in Q3 2026, an estimated $945K.
  • Teradyne made up 0.02% of Merit Financial Group's portfolio in Q3 2026, its #541 holding.
  • Merit Financial Group first reported a position in Teradyne in Q1 2025 and has held it in 7 quarters since.
  • Merit Financial Group's Teradyne position peaked at $5.8M in Q2 2026.
  • 843 funds tracked by Wall St. Rank held Teradyne as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.