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Forum Financial Management’s Teledyne Technologies TDY Stock Holding History

Forum Financial Management’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 		– Sell
-1,185
Closed -$605K – 913
2025
Q4 		$605K Buy
1,185
+69
+6% +$36.4K 0.01% 400
2025
Q3 		$654K Sell
1,116
-194
-15% -$106K 0.01% 357
2025
Q2 		$671K Buy
1,310
+542
+71% +$262K 0.01% 314
2025
Q1 		$382K Buy
768
+15
+2% +$7.42K 0.01% 471
2024
Q4 		$349K Buy
753
+18
+2% +$8.39K 0.01% 528
2024
Q3 		$322K Hold
735
– – 0.01% 481
2024
Q2 		$285K Buy
735
+1
+0.1% +$396 0.01% 500
2024
Q1 		$315K Hold
734
– – 0.01% 483
2023
Q4 		$328K Buy
734
+195
+36% +$78.3K 0.01% 420
2023
Q3 		$220K Hold
539
– – ﹤0.01% 549
2023
Q2 		$222K Sell
539
-1
-0.2% -$412 0.01% 575
2023
Q1 		$242K Buy
540
+1
+0.2% +$424 0.01% 471
2022
Q4 		$216K Buy
+539
New +$210K 0.01% 524
2022
Q3 		– Sell
-539
Closed -$202K – 597
2022
Q2 		$202K Sell
539
-120
-18% -$50K 0.01% 526
2022
Q1 		$311K Sell
659
-41
-6% -$17.6K 0.02% 380
2021
Q4 		$306K Buy
+700
New +$304K 0.02% 411

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 $3.38T AUM 44.17% 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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Forum Financial Management's TDY Position: Q1 2026 in Review

Forum Financial Management sold out of Teledyne Technologies (TDY) in Q1 2026, closing a stake of 1,185 shares — an estimated $605K sold.

Forum Financial Management first reported a position in TDY in Q4 2021 and held it in 16 quarters. The position peaked at $671K in Q2 2025. 848 funds tracked by Wall St. Rank hold TDY as of Q1 2026.

  • Forum Financial Management reported no remaining Teledyne Technologies position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 1,185 Teledyne Technologies shares in Q1 2026, an estimated $605K.
  • Forum Financial Management first reported a position in Teledyne Technologies in Q4 2021 and held it in 16 quarters.
  • Forum Financial Management's Teledyne Technologies position peaked at $671K in Q2 2025.
  • 848 funds tracked by Wall St. Rank held Teledyne Technologies as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.