Carson Wealth (CWM LLC)
TDY icon

Carson Wealth (CWM LLC)’s Teledyne Technologies TDY Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$431K Buy
713
+42
+6% +$26.2K ﹤0.01% 2121
2025
Q4 		$343K Sell
671
-601
-47% -$317K ﹤0.01% 2178
2025
Q3 		$745K Buy
1,272
+595
+88% +$326K ﹤0.01% 1572
2025
Q2 		$347K Buy
677
+10
+1% +$4.83K ﹤0.01% 1772
2025
Q1 		$332K Buy
667
+52
+8% +$25.7K ﹤0.01% 1618
2024
Q4 		$285K Sell
615
-32
-5% -$14.9K ﹤0.01% 1625
2024
Q3 		$283K Sell
647
-27
-4% -$11.2K ﹤0.01% 1570
2024
Q2 		$261K Buy
674
+54
+9% +$21.4K ﹤0.01% 1453
2024
Q1 		$266K Buy
620
+115
+23% +$49.3K ﹤0.01% 1385
2023
Q4 		$225K Sell
505
-45
-8% -$18.1K ﹤0.01% 1373
2023
Q3 		$225K Buy
550
+69
+14% +$28K ﹤0.01% 1266
2023
Q2 		$198K Buy
481
+28
+6% +$11.5K ﹤0.01% 1260
2023
Q1 		$203K Buy
453
+62
+16% +$26.3K ﹤0.01% 1196
2022
Q4 		$156K Sell
391
-21
-5% -$8.18K ﹤0.01% 1194
2022
Q3 		$139K Sell
412
-10
-2% -$3.82K ﹤0.01% 1199
2022
Q2 		$158K Buy
422
+106
+34% +$44.2K ﹤0.01% 1138
2022
Q1 		$149K Buy
316
+94
+42% +$40.4K ﹤0.01% 1171
2021
Q4 		$97K Buy
+222
New +$96.6K ﹤0.01% 1307
2021
Q2 		$46K Hold
109
– – ﹤0.01% 1436
2021
Q1 		$46K Hold
109
– – ﹤0.01% 1436
2020
Q4 		$46K Hold
109
– – ﹤0.01% 1436
2020
Q3 		$46K Hold
109
– – ﹤0.01% 1436
2020
Q2 		$46K Hold
109
– – ﹤0.01% 1436
2020
Q1 		$46K Hold
109
– – ﹤0.01% 1436
2019
Q4 		$46K Hold
109
– – ﹤0.01% 1436
2019
Q3 		$46K Hold
109
– – ﹤0.01% 1436
2019
Q2 		$46K Hold
109
– – ﹤0.01% 1436
2019
Q1 		$46K Buy
+109
New +$24.7K ﹤0.01% 1436

Other funds holding TDY

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Carson Wealth (CWM LLC)'s TDY Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Teledyne Technologies (TDY) stake by 6.3% in Q1 2026, buying an estimated $26.2K and bringing the position to 713 shares worth $431K. The position accounts for ﹤0.01% of the portfolio, ranked #2121.

Carson Wealth (CWM LLC) first reported a position in TDY in Q1 2019 and has held it in 28 quarters since. The position peaked at $745K in Q3 2025. 848 funds tracked by Wall St. Rank hold TDY as of Q1 2026.

  • Carson Wealth (CWM LLC) held 713 shares of Teledyne Technologies worth $431K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 42 Teledyne Technologies shares in Q1 2026, an estimated $26.2K.
  • Teledyne Technologies made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2121 holding.
  • Carson Wealth (CWM LLC) first reported a position in Teledyne Technologies in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s Teledyne Technologies position peaked at $745K in Q3 2025.
  • 848 funds tracked by Wall St. Rank held Teledyne Technologies as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.