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 Q2	–	Sell	-365	Closed	-$221K	–	153
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 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

Elwood & Goetz Wealth Advisory Group's TDY Position: Q2 2026 in Review

Elwood & Goetz Wealth Advisory Group sold out of Teledyne Technologies (TDY) in Q2 2026, closing a stake of 365 shares — an estimated $221K sold.

Elwood & Goetz Wealth Advisory Group first reported a position in TDY in Q3 2024 and held it in 3 quarters. The position peaked at $221K in Q1 2026. 889 funds tracked by Wall St. Rank hold TDY as of Q2 2026.

Elwood & Goetz Wealth Advisory Group reported no remaining Teledyne Technologies position as of Q2 2026 after selling out during the quarter.
Elwood & Goetz Wealth Advisory Group sold 365 Teledyne Technologies shares in Q2 2026, an estimated $221K.
Elwood & Goetz Wealth Advisory Group first reported a position in Teledyne Technologies in Q3 2024 and held it in 3 quarters.
Elwood & Goetz Wealth Advisory Group's Teledyne Technologies position peaked at $221K in Q1 2026.
889 funds tracked by Wall St. Rank held Teledyne Technologies as of Q2 2026.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.