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Forthright Family Wealth Advisory’s Teledyne Technologies TDY Stock Holding History

Forthright Family Wealth Advisory’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 		$256K Buy
+384
New +$242K 0.14% 47
2025
Q4 		– Sell
-384
Closed -$225K – 58
2025
Q3 		$225K Buy
+384
New +$210K 0.14% 51

Other funds holding TDY

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Forthright Family Wealth Advisory's TDY Position: Q2 2026 in Review

Forthright Family Wealth Advisory opened a new position in Teledyne Technologies (TDY) in Q2 2026: 384 shares worth $256K. The stake represents 0.14% of the portfolio and ranks #47 among its holdings. This is a return to the name: Forthright Family Wealth Advisory previously reported a position in TDY as recently as Q3 2025.

Forthright Family Wealth Advisory first reported a position in TDY in Q3 2025 and has held it in 2 quarters since. 888 funds tracked by Wall St. Rank hold TDY as of Q2 2026.

  • Forthright Family Wealth Advisory held 384 shares of Teledyne Technologies worth $256K as of Q2 2026.
  • Teledyne Technologies was a new Forthright Family Wealth Advisory position in Q2 2026.
  • Teledyne Technologies made up 0.14% of Forthright Family Wealth Advisory's portfolio in Q2 2026, its #47 holding.
  • Forthright Family Wealth Advisory first reported a position in Teledyne Technologies in Q3 2025 and has held it in 2 quarters since.
  • 888 funds tracked by Wall St. Rank held Teledyne Technologies as of Q2 2026.

Based on Forthright Family Wealth Advisory's 13F filing for Q2 2026, filed 16 Jul 2026.