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Root Financial Partners’s Teradyne TER Stock Holding History

Root Financial 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
2026
Q1 		$242K Buy
816
+516
+172% +$144K 0.01% 295
2025
Q4 		$58.1K Buy
300
+77
+35% +$13.2K ﹤0.01% 653
2025
Q3 		$30.7K Buy
+223
New +$24.4K ﹤0.01% 877

Other funds holding TER

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Root Financial Partners's TER Position: Q1 2026 in Review

Root Financial Partners increased its Teradyne (TER) stake by 172% in Q1 2026, buying an estimated $144K and bringing the position to 816 shares worth $242K. The position accounts for 0.01% of the portfolio, ranked #295.

Root Financial Partners first reported a position in TER in Q3 2025 and has held it in 3 quarters since. 1,223 funds tracked by Wall St. Rank hold TER as of Q1 2026.

  • Root Financial Partners held 816 shares of Teradyne worth $242K as of Q1 2026.
  • Root Financial Partners bought 516 Teradyne shares in Q1 2026, an estimated $144K.
  • Teradyne made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #295 holding.
  • Root Financial Partners first reported a position in Teradyne in Q3 2025 and has held it in 3 quarters since.
  • 1,223 funds tracked by Wall St. Rank held Teradyne as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.