Heritage Family Offices’s Teledyne Technologies TDY Stock Holding History

Heritage Family Offices’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	$329K	Sell	494 -275	-36%	-$173K	0.13%	136
2026 Q1	$465K	Sell	769 -277	-26%	-$173K	0.21%	109
2025 Q4	$534K	Sell	1,046 -62	-6%	-$32.7K	0.24%	91
2025 Q3	$649K	Buy	1,108 +235	+27%	+$129K	0.3%	78
2025 Q2	$433K	Hold	873	–	–	0.22%	101
2025 Q1	$435K	Buy	873 +45	+5%	+$22.3K	0.22%	100
2024 Q4	$384K	Buy	828 +105	+15%	+$48.9K	0.19%	105
2024 Q3	$316K	Buy	723 +1	+0.1%	+$415	0.16%	124
2024 Q2	$280K	Buy	+722	New	+$286K	0.16%	123

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 $3.38T AUM 44.17% 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

Heritage Family Offices's TDY Position: Q2 2026 in Review

Heritage Family Offices reduced its Teledyne Technologies (TDY) stake by 36% in Q2 2026, selling an estimated $173K and leaving 494 shares worth $329K. The position accounts for 0.13% of the portfolio, ranked #136.

Heritage Family Offices first reported a position in TDY in Q2 2024 and has held it in 9 quarters since. The position peaked at $649K in Q3 2025. 891 funds tracked by Wall St. Rank hold TDY as of Q2 2026.

Heritage Family Offices held 494 shares of Teledyne Technologies worth $329K as of Q2 2026.
Heritage Family Offices sold 275 Teledyne Technologies shares in Q2 2026, an estimated $173K.
Teledyne Technologies made up 0.13% of Heritage Family Offices's portfolio in Q2 2026, its #136 holding.
Heritage Family Offices first reported a position in Teledyne Technologies in Q2 2024 and has held it in 9 quarters since.
Heritage Family Offices's Teledyne Technologies position peaked at $649K in Q3 2025.
891 funds tracked by Wall St. Rank held Teledyne Technologies as of Q2 2026.

Based on Heritage Family Offices's 13F filing for Q2 2026, filed 29 Jul 2026.