Codex Capital Asset Management’s Teledyne Technologies TDY Stock Holding History

Codex Capital Asset 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	$2.07M	Hold	3,100	–	–	0.72%	26
2026 Q1	$1.88M	Hold	3,100	–	–	0.73%	27
2025 Q4	$1.58M	Sell	3,100 -900	-23%	-$474K	0.58%	27
2025 Q3	$2.34M	Hold	4,000	–	–	0.88%	26
2025 Q2	$2.05M	Hold	4,000	–	–	0.82%	28
2025 Q1	$1.99M	Hold	4,000	–	–	0.94%	28
2024 Q4	$1.86M	Hold	4,000	–	–	0.82%	29
2024 Q3	$1.75M	Sell	4,000 -500	-11%	-$207K	0.78%	30
2024 Q2	$1.55M	Buy	+4,500	New	+$1.78M	0.71%	30

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

Codex Capital Asset Management's TDY Position: Q2 2026 in Review

Codex Capital Asset Management held its Teledyne Technologies (TDY) position steady in Q2 2026 at 3,100 shares worth $2.07M. The position accounts for 0.72% of the portfolio, ranked #26.

Codex Capital Asset Management first reported a position in TDY in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.34M in Q3 2025. 888 funds tracked by Wall St. Rank hold TDY as of Q2 2026.

Codex Capital Asset Management held 3,100 shares of Teledyne Technologies worth $2.07M as of Q2 2026.
Codex Capital Asset Management left its Teledyne Technologies share count unchanged in Q2 2026.
Teledyne Technologies made up 0.72% of Codex Capital Asset Management's portfolio in Q2 2026, its #26 holding.
Codex Capital Asset Management first reported a position in Teledyne Technologies in Q2 2024 and has held it in 9 quarters since.
Codex Capital Asset Management's Teledyne Technologies position peaked at $2.34M in Q3 2025.
888 funds tracked by Wall St. Rank held Teledyne Technologies as of Q2 2026.

Based on Codex Capital Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.