CWM
TDY icon

Compass Wealth Management’s Teledyne Technologies TDY Stock Holding History

Compass 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
2025
Q2 		– Sell
-248
Closed -$123K – 378
2025
Q1 		$123K Hold
248
– – 0.03% 177
2024
Q4 		$115K Hold
248
– – 0.03% 185
2024
Q3 		$109K Hold
248
– – 0.03% 195
2024
Q2 		$96.2K Hold
248
– – 0.02% 201
2024
Q1 		$106K Hold
248
– – 0.03% 192
2023
Q4 		$111K Sell
248
-45
-15% -$18.1K 0.03% 183
2023
Q3 		$120K Hold
293
– – 0.04% 171
2023
Q2 		$120K Hold
293
– – 0.04% 173
2023
Q1 		$131K Hold
293
– – 0.04% 171
2022
Q4 		$117K Buy
+293
New +$114K 0.04% 180

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 $3.38T AUM 44.17% 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

Compass Wealth Management's TDY Position: Q2 2025 in Review

Compass Wealth Management sold out of Teledyne Technologies (TDY) in Q2 2025, closing a stake of 248 shares — an estimated $123K sold.

Compass Wealth Management first reported a position in TDY in Q4 2022 and held it in 10 quarters. The position peaked at $131K in Q1 2023. 759 funds tracked by Wall St. Rank hold TDY as of Q2 2025.

  • Compass Wealth Management reported no remaining Teledyne Technologies position as of Q2 2025 after selling out during the quarter.
  • Compass Wealth Management sold 248 Teledyne Technologies shares in Q2 2025, an estimated $123K.
  • Compass Wealth Management first reported a position in Teledyne Technologies in Q4 2022 and held it in 10 quarters.
  • Compass Wealth Management's Teledyne Technologies position peaked at $131K in Q1 2023.
  • 759 funds tracked by Wall St. Rank held Teledyne Technologies as of Q2 2025.

Based on Compass Wealth Management's 13F filing for Q2 2025, filed 8 Aug 2025.