EverSource Wealth Advisors’s Teledyne Technologies TDY Stock Holding History

EverSource 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	$183K	Sell	275 -191	-41%	-$120K	0.01%	1043
2026 Q1	$282K	Sell	466 -30	-6%	-$18.7K	0.01%	871
2025 Q4	$253K	Sell	496 -53	-10%	-$27.9K	0.01%	840
2025 Q3	$322K	Sell	549 -130	-19%	-$71.2K	0.01%	696
2025 Q2	$348K	Sell	679 -63	-8%	-$30.4K	0.02%	596
2025 Q1	$369K	Buy	742 +21	+3%	+$10.4K	0.02%	454
2024 Q4	$335K	Buy	721 +46	+7%	+$21.4K	0.02%	479
2024 Q3	$295K	Sell	675 -6	-0.9%	-$2.49K	0.02%	454
2024 Q2	$287K	Buy	681 +16	+2%	+$6.34K	0.02%	450
2024 Q1	$254K	Buy	665 +4	+0.6%	+$1.72K	0.02%	428
2023 Q4	$295K	Sell	661 -18	-3%	-$7.22K	0.03%	343
2023 Q3	$277K	Sell	679 -12	-2%	-$4.87K	0.03%	325
2023 Q2	$284K	Sell	691 -1	-0.1%	-$412	0.03%	321
2023 Q1	$310K	Buy	692 +1	+0.1%	+$424	0.04%	293
2022 Q4	$276K	Sell	691 -484	-41%	-$188K	0.04%	298
2022 Q3	$397K	Sell	1,175 -55	-4%	-$21K	0.09%	200
2022 Q2	$462K	Buy	1,230 +508	+70%	+$212K	0.12%	160
2022 Q1	$342K	Buy	722 +365	+102%	+$157K	0.09%	194
2021 Q4	$157K	Buy	+357	New	+$155K	0.04%	258

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

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

EverSource Wealth Advisors reduced its Teledyne Technologies (TDY) stake by 41% in Q2 2026, selling an estimated $120K and leaving 275 shares worth $183K. The position accounts for 0.01% of the portfolio, ranked #1043.

EverSource Wealth Advisors first reported a position in TDY in Q4 2021 and has held it in 19 quarters since. The position peaked at $462K in Q2 2022. 884 funds tracked by Wall St. Rank hold TDY as of Q2 2026.

EverSource Wealth Advisors held 275 shares of Teledyne Technologies worth $183K as of Q2 2026.
EverSource Wealth Advisors sold 191 Teledyne Technologies shares in Q2 2026, an estimated $120K.
Teledyne Technologies made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1043 holding.
EverSource Wealth Advisors first reported a position in Teledyne Technologies in Q4 2021 and has held it in 19 quarters since.
EverSource Wealth Advisors's Teledyne Technologies position peaked at $462K in Q2 2022.
884 funds tracked by Wall St. Rank held Teledyne Technologies as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.