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GoalVest Advisory’s Teledyne Technologies TDY Stock Holding History

GoalVest 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
Q3 		$12.1K Buy
+20
New +$12.7K ﹤0.01% 409
2023
Q4 		– Sell
-25
Closed -$10.2K – 484
2023
Q3 		$10.2K Hold
25
– – 0.01% 280
2023
Q2 		$10.3K Buy
+25
New +$10.3K 0.01% 250

Other funds holding TDY

DC
Defender Capital Charlotte, North Carolina $319M AUM 12.55% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
WWM
Whalen Wealth Management Las Vegas, Nevada $234M AUM 28.06% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return

GoalVest Advisory's TDY Position: Q3 2026 in Review

GoalVest Advisory opened a new position in Teledyne Technologies (TDY) in Q3 2026: 20 shares worth $12.1K. The stake represents ﹤0.01% of the portfolio and ranks #409 among its holdings. This is a return to the name: GoalVest Advisory previously reported a position in TDY as recently as Q3 2023.

GoalVest Advisory first reported a position in TDY in Q2 2023 and has held it in 3 quarters since. 19 funds tracked by Wall St. Rank hold TDY as of Q3 2026.

  • GoalVest Advisory held 20 shares of Teledyne Technologies worth $12.1K as of Q3 2026.
  • Teledyne Technologies was a new GoalVest Advisory position in Q3 2026.
  • Teledyne Technologies made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #409 holding.
  • GoalVest Advisory first reported a position in Teledyne Technologies in Q2 2023 and has held it in 3 quarters since.
  • 19 funds tracked by Wall St. Rank held Teledyne Technologies as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.