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B. Riley Wealth Advisors’s Teledyne Technologies TDY Stock Holding History

B. Riley Wealth Advisors’s Portfolio TDY Stock Details TDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-4,112
Closed -$2.05M – 1347
2025
Q1 		$2.05M Buy
4,112
+875
+27% +$433K 0.06% 310
2024
Q4 		$1.5M Sell
3,237
-1,306
-29% -$609K 0.05% 339
2024
Q3 		$1.99M Buy
4,543
+563
+14% +$233K 0.06% 314
2024
Q2 		$1.54M Buy
3,980
+2,371
+147% +$939K 0.04% 412
2024
Q1 		$657K Sell
1,609
-1,131
-41% -$485K 0.02% 664
2023
Q4 		$1.22M Buy
2,740
+1,131
+70% +$454K 0.03% 467
2023
Q3 		$657K Buy
1,609
+1,104
+219% +$448K 0.02% 664
2023
Q2 		$208K Sell
505
-195
-28% -$80.4K ﹤0.01% 1338
2023
Q1 		$313K Buy
+700
New +$297K 0.01% 1046
2022
Q4 		– Sell
-687
Closed -$234K – 1586
2022
Q3 		$234K Buy
+687
New +$262K 0.01% 1153
2021
Q2 		– Sell
-518
Closed -$216K – 1464
2021
Q1 		$216K Sell
518
-106
-17% -$40.9K 0.01% 1157
2020
Q4 		$246K Sell
624
-649
-51% -$233K 0.01% 855
2020
Q3 		$396K Buy
+1,273
New +$402K 0.02% 620
2020
Q2 		– Sell
-717
Closed -$214K – 901
2020
Q1 		$214K Sell
717
-3
-0.4% -$1.03K 0.02% 649
2019
Q4 		$251K Buy
720
+7
+1% +$2.35K 0.02% 680
2019
Q3 		$231K Buy
+713
New +$213K 0.02% 686
2015
Q1 		– Sell
-9
Closed -$1K – 1834
2014
Q4 		$1K Buy
+9
New +$911 ﹤0.01% 3581

Other funds holding TDY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

B. Riley Wealth Advisors's TDY Position: Q2 2025 in Review

B. Riley Wealth Advisors sold out of Teledyne Technologies (TDY) in Q2 2025, closing a stake of 4,112 shares — an estimated $2.05M sold.

B. Riley Wealth Advisors first reported a position in TDY in Q4 2014 and held it in 17 quarters. The position peaked at $2.05M in Q1 2025. 759 funds tracked by Wall St. Rank hold TDY as of Q2 2025.

  • B. Riley Wealth Advisors reported no remaining Teledyne Technologies position as of Q2 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 4,112 Teledyne Technologies shares in Q2 2025, an estimated $2.05M.
  • B. Riley Wealth Advisors first reported a position in Teledyne Technologies in Q4 2014 and held it in 17 quarters.
  • B. Riley Wealth Advisors's Teledyne Technologies position peaked at $2.05M in Q1 2025.
  • 759 funds tracked by Wall St. Rank held Teledyne Technologies as of Q2 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2025, filed 19 Aug 2025.