Root Financial Partners
TER icon

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
Q3 		$323K Sell
805
-204
-20% -$75.2K 0.01% 302
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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $165B AUM 72.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Root Financial Partners's TER Position: Q3 2026 in Review

Root Financial Partners reduced its Teradyne (TER) stake by 20% in Q3 2026, selling an estimated $75.2K and leaving 805 shares worth $323K. The position accounts for 0.01% of the portfolio, ranked #302.

Root Financial Partners first reported a position in TER in Q3 2025 and has held it in 5 quarters since. The position peaked at $488K in Q2 2026. 1,138 funds tracked by Wall St. Rank hold TER as of Q3 2026.

  • Root Financial Partners held 805 shares of Teradyne worth $323K as of Q3 2026.
  • Root Financial Partners sold 204 Teradyne shares in Q3 2026, an estimated $75.2K.
  • Teradyne made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #302 holding.
  • Root Financial Partners first reported a position in Teradyne in Q3 2025 and has held it in 5 quarters since.
  • Root Financial Partners's Teradyne position peaked at $488K in Q2 2026.
  • 1,138 funds tracked by Wall St. Rank held Teradyne as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.