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Elwood & Goetz Wealth Advisory Group’s Teledyne Technologies TDY Stock Holding History

Elwood & Goetz Wealth Advisory Group’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 		$221K Buy
+365
New +$228K 0.04% 133
2025
Q4 		– Sell
-363
Closed -$213K – 144
2025
Q3 		$213K Buy
+363
New +$199K 0.04% 127
2024
Q4 		– Sell
-469
Closed -$205K – 104
2024
Q3 		$205K Buy
+469
New +$194K 0.05% 101

Other funds holding TDY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Elwood & Goetz Wealth Advisory Group's TDY Position: Q1 2026 in Review

Elwood & Goetz Wealth Advisory Group opened a new position in Teledyne Technologies (TDY) in Q1 2026: 365 shares worth $221K. The stake represents 0.04% of the portfolio and ranks #133 among its holdings. This is a return to the name: Elwood & Goetz Wealth Advisory Group previously reported a position in TDY as recently as Q3 2025.

Elwood & Goetz Wealth Advisory Group first reported a position in TDY in Q3 2024 and has held it in 3 quarters since. 844 funds tracked by Wall St. Rank hold TDY as of Q1 2026.

  • Elwood & Goetz Wealth Advisory Group held 365 shares of Teledyne Technologies worth $221K as of Q1 2026.
  • Teledyne Technologies was a new Elwood & Goetz Wealth Advisory Group position in Q1 2026.
  • Teledyne Technologies made up 0.04% of Elwood & Goetz Wealth Advisory Group's portfolio in Q1 2026, its #133 holding.
  • Elwood & Goetz Wealth Advisory Group first reported a position in Teledyne Technologies in Q3 2024 and has held it in 3 quarters since.
  • 844 funds tracked by Wall St. Rank held Teledyne Technologies as of Q1 2026.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q1 2026, filed 1 May 2026.