CWM
TDY icon

Congress Wealth Management’s Teledyne Technologies TDY Stock Holding History

Congress 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 		$1.87M Sell
3,651
-21,262
-85% -$10.3M 0.02% 567
2025
Q1 		$12.4M Sell
24,913
-4,043
-14% -$2M 0.15% 172
2024
Q4 		$13.4M Sell
28,956
-5,866
-17% -$2.73M 0.18% 161
2024
Q3 		$15.2M Buy
34,822
+1,841
+6% +$763K 0.2% 150
2024
Q2 		$12.8M Buy
32,981
+582
+2% +$231K 0.2% 141
2024
Q1 		$13.9M Sell
32,399
-256
-0.8% -$110K 0.24% 124
2023
Q4 		$14.6M Buy
32,655
+1,518
+5% +$609K 0.27% 104
2023
Q3 		$12.7M Buy
31,137
+688
+2% +$279K 0.26% 109
2023
Q2 		$12.5M Buy
30,449
+103
+0.3% +$42.5K 0.29% 101
2023
Q1 		$13.6M Buy
30,346
+588
+2% +$249K 0.33% 68
2022
Q4 		$11.9M Buy
29,758
+170
+0.6% +$66.2K 0.31% 88
2022
Q3 		$9.98M Buy
29,588
+1,715
+6% +$655K 0.27% 103
2022
Q2 		$10.5M Buy
27,873
+58
+0.2% +$24.2K 0.27% 100
2022
Q1 		$13.1M Buy
27,815
+1,314
+5% +$565K 0.29% 95
2021
Q4 		$11.6M Buy
+26,501
New +$11.5M 0.23% 123

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

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

Congress Wealth Management reduced its Teledyne Technologies (TDY) stake by 85% in Q2 2025, selling an estimated $10.3M and leaving 3,651 shares worth $1.87M. The position accounts for 0.02% of the portfolio, ranked #567.

Congress Wealth Management first reported a position in TDY in Q4 2021 and has held it in 15 quarters since. The position peaked at $15.2M in Q3 2024. 759 funds tracked by Wall St. Rank hold TDY as of Q2 2025.

  • Congress Wealth Management held 3,651 shares of Teledyne Technologies worth $1.87M as of Q2 2025.
  • Congress Wealth Management sold 21,262 Teledyne Technologies shares in Q2 2025, an estimated $10.3M.
  • Teledyne Technologies made up 0.02% of Congress Wealth Management's portfolio in Q2 2025, its #567 holding.
  • Congress Wealth Management first reported a position in Teledyne Technologies in Q4 2021 and has held it in 15 quarters since.
  • Congress Wealth Management's Teledyne Technologies position peaked at $15.2M in Q3 2024.
  • 759 funds tracked by Wall St. Rank held Teledyne Technologies as of Q2 2025.

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