Root Financial Partners’s Teradyne TER Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$488K Buy
1,009
+193
+24% +$72.8K 0.02% 198
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

Root Financial Partners's TER Position: Q2 2026 in Review

Root Financial Partners increased its Teradyne (TER) stake by 24% in Q2 2026, buying an estimated $72.8K and bringing the position to 1,009 shares worth $488K. The position accounts for 0.02% of the portfolio, ranked #198.

Root Financial Partners first reported a position in TER in Q3 2025 and has held it in 4 quarters since. 1,424 funds tracked by Wall St. Rank hold TER as of Q2 2026.

  • Root Financial Partners held 1,009 shares of Teradyne worth $488K as of Q2 2026.
  • Root Financial Partners bought 193 Teradyne shares in Q2 2026, an estimated $72.8K.
  • Teradyne made up 0.02% of Root Financial Partners's portfolio in Q2 2026, its #198 holding.
  • Root Financial Partners first reported a position in Teradyne in Q3 2025 and has held it in 4 quarters since.
  • 1,424 funds tracked by Wall St. Rank held Teradyne as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.