EP Wealth Advisors’s Teledyne Technologies TDY Stock Holding History

EP Wealth Advisors’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	-920	Closed	-$557K	–	1874
2026 Q1	$557K	Buy	920 +460	+100%	+$287K	﹤0.01%	859
2025 Q4	$235K	Buy	+460	New	+$242K	﹤0.01%	1287
2025 Q2	$318K	Buy	621 +99	+19%	+$47.8K	﹤0.01%	982
2025 Q1	$260K	Sell	522 -29	-5%	-$14.3K	﹤0.01%	994
2024 Q4	$256K	Hold	551	–	–	﹤0.01%	941
2024 Q3	$241K	Buy	+551	New	+$228K	﹤0.01%	956

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

EP Wealth Advisors's TDY Position: Q2 2026 in Review

EP Wealth Advisors sold out of Teledyne Technologies (TDY) in Q2 2026, closing a stake of 920 shares — an estimated $557K sold.

EP Wealth Advisors first reported a position in TDY in Q3 2024 and held it in 6 quarters. The position peaked at $557K in Q1 2026. 887 funds tracked by Wall St. Rank hold TDY as of Q2 2026.

EP Wealth Advisors reported no remaining Teledyne Technologies position as of Q2 2026 after selling out during the quarter.
EP Wealth Advisors sold 920 Teledyne Technologies shares in Q2 2026, an estimated $557K.
EP Wealth Advisors first reported a position in Teledyne Technologies in Q3 2024 and held it in 6 quarters.
EP Wealth Advisors's Teledyne Technologies position peaked at $557K in Q1 2026.
887 funds tracked by Wall St. Rank held Teledyne Technologies as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.