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CCG Wealth Management’s Teledyne Technologies TDY Stock Holding History

CCG Wealth Management’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 		$367K Buy
550
+10
+2% +$6.3K 0.09% 106
2026
Q1 		$327K Buy
540
+7
+1% +$4.37K 0.09% 105
2025
Q4 		$272K Sell
533
-1
-0.2% -$527 0.12% 86
2025
Q3 		$313K Buy
534
+2
+0.4% +$1.09K 0.15% 65
2025
Q2 		$273K Hold
532
– – 0.14% 66
2025
Q1 		$265K Buy
532
+2
+0.4% +$989 0.16% 62
2024
Q4 		$246K Buy
530
+2
+0.4% +$932 0.14% 61
2024
Q3 		$231K Buy
528
+2
+0.4% +$829 0.13% 63
2024
Q2 		$204K Buy
526
+2
+0.4% +$792 0.12% 65
2024
Q1 		$225K Hold
524
– – 0.14% 66
2023
Q4 		$234K Sell
524
-50
-9% -$20.1K 0.16% 51
2023
Q3 		$235K Sell
574
-217
-27% -$88.1K 0.15% 54
2023
Q2 		$325K Hold
791
– – 0.2% 46
2023
Q1 		$354K Sell
791
-83
-9% -$35.2K 0.23% 41
2022
Q4 		$350K Buy
874
+62
+8% +$24.1K 0.19% 56
2022
Q3 		$274K Sell
812
-415
-34% -$158K 0.17% 66
2022
Q2 		$460K Sell
1,227
-154
-11% -$64.2K 0.26% 42
2022
Q1 		$653K Sell
1,381
-124
-8% -$53.3K 0.32% 41
2021
Q4 		$658K Sell
1,505
-471
-24% -$205K 0.34% 37
2021
Q3 		$849K Sell
1,976
-367
-16% -$162K 0.49% 42
2021
Q2 		$981K Sell
2,343
-187
-7% -$79.4K 0.76% 26
2021
Q1 		$1.05M Sell
2,530
-1,300
-34% -$502K 1.03% 24
2020
Q4 		$1.5M Sell
3,830
-20,639
-84% -$7.4M 1.58% 18
2020
Q3 		$7.59M Sell
24,469
-2,700
-10% -$852K 7.11% 6
2020
Q2 		$8.45M Sell
27,169
-514
-2% -$169K 7.88% 5
2020
Q1 		$8.23M Sell
27,683
-1,000
-3% -$344K 7.9% 2
2019
Q4 		$9.94M Hold
28,683
– – 6.29% 3
2019
Q3 		$9.24M Hold
28,683
– – 6.3% 3
2019
Q2 		$7.86M Hold
28,683
– – 5.61% 3
2019
Q1 		$6.8M Hold
28,683
– – 5.46% 4
2018
Q4 		$5.94M Buy
+28,683
New +$6.28M 5.78% 4

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
JT
Jupiter Topco New York $245B AUM
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CCG Wealth Management's TDY Position: Q2 2026 in Review

CCG Wealth Management increased its Teledyne Technologies (TDY) stake by 1.9% in Q2 2026, buying an estimated $6.3K and bringing the position to 550 shares worth $367K. The position accounts for 0.09% of the portfolio, ranked #106.

CCG Wealth Management first reported a position in TDY in Q4 2018 and has held it in 31 quarters since. The position peaked at $9.94M in Q4 2019. 888 funds tracked by Wall St. Rank hold TDY as of Q2 2026.

  • CCG Wealth Management held 550 shares of Teledyne Technologies worth $367K as of Q2 2026.
  • CCG Wealth Management bought 10 Teledyne Technologies shares in Q2 2026, an estimated $6.3K.
  • Teledyne Technologies made up 0.09% of CCG Wealth Management's portfolio in Q2 2026, its #106 holding.
  • CCG Wealth Management first reported a position in Teledyne Technologies in Q4 2018 and has held it in 31 quarters since.
  • CCG Wealth Management's Teledyne Technologies position peaked at $9.94M in Q4 2019.
  • 888 funds tracked by Wall St. Rank held Teledyne Technologies as of Q2 2026.

Based on CCG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.