Caldwell Trust’s Teledyne Technologies TDY Stock Holding History

Caldwell Trust’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
2026 Q2	$9.34K	Hold	14	–	–	﹤0.01%	689
2026 Q1	$8.47K	Hold	14	–	–	﹤0.01%	675
2025 Q4	$7.15K	Hold	14	–	–	﹤0.01%	669
2025 Q3	$8.21K	Hold	14	–	–	﹤0.01%	657
2025 Q2	$7.17K	Hold	14	–	–	﹤0.01%	662
2025 Q1	$6.97K	Hold	14	–	–	﹤0.01%	666
2024 Q4	$6.5K	Hold	14	–	–	﹤0.01%	642
2024 Q3	$6.13K	Hold	14	–	–	﹤0.01%	643
2024 Q2	$5.43K	Hold	14	–	–	﹤0.01%	648
2024 Q1	$6.01K	Hold	14	–	–	﹤0.01%	652
2023 Q4	$6.25K	Hold	14	–	–	﹤0.01%	635
2023 Q3	$5.72K	Hold	14	–	–	﹤0.01%	639
2023 Q2	$5.76K	Hold	14	–	–	﹤0.01%	657
2023 Q1	$6.26K	Sell	14 -16	-53%	-$6.78K	﹤0.01%	653
2022 Q4	$12K	Hold	30	–	–	﹤0.01%	598
2022 Q3	$10.1K	Hold	30	–	–	﹤0.01%	612
2022 Q2	$11.3K	Hold	30	–	–	﹤0.01%	614
2022 Q1	$14.2K	Sell	30 -60	-67%	-$25.8K	﹤0.01%	607
2021 Q4	$39.3K	Hold	90	–	–	﹤0.01%	495
2021 Q3	$38.7K	Hold	90	–	–	﹤0.01%	477
2021 Q2	$37.7K	Buy	90 +30	+50%	+$12.7K	﹤0.01%	491
2021 Q1	$24.8K	Hold	60	–	–	﹤0.01%	529
2020 Q4	$23.5K	Hold	60	–	–	﹤0.01%	517
2020 Q3	$18.6K	Hold	60	–	–	﹤0.01%	538
2020 Q2	$18.7K	Hold	60	–	–	﹤0.01%	554
2020 Q1	$17.8K	Hold	60	–	–	﹤0.01%	565
2019 Q4	$20.8K	Buy	+60	New	+$20.2K	﹤0.01%	584

Other funds holding TDY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Caldwell Trust's TDY Position: Q2 2026 in Review

Caldwell Trust held its Teledyne Technologies (TDY) position steady in Q2 2026 at 14 shares worth $9.34K. The position accounts for ﹤0.01% of the portfolio, ranked #689.

Caldwell Trust first reported a position in TDY in Q4 2019 and has held it in 27 quarters since. The position peaked at $39.3K in Q4 2021. 889 funds tracked by Wall St. Rank hold TDY as of Q2 2026.

Caldwell Trust held 14 shares of Teledyne Technologies worth $9.34K as of Q2 2026.
Caldwell Trust left its Teledyne Technologies share count unchanged in Q2 2026.
Teledyne Technologies made up ﹤0.01% of Caldwell Trust's portfolio in Q2 2026, its #689 holding.
Caldwell Trust first reported a position in Teledyne Technologies in Q4 2019 and has held it in 27 quarters since.
Caldwell Trust's Teledyne Technologies position peaked at $39.3K in Q4 2021.
889 funds tracked by Wall St. Rank held Teledyne Technologies as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.