Heritage Wealth Advisors’s Teledyne Technologies TDY Stock Holding History

Heritage 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	$472K	Hold	708	–	–	0.02%	137
2026 Q1	$428K	Hold	708	–	–	0.02%	145
2025 Q4	$362K	Hold	708	–	–	0.01%	168
2025 Q3	$415K	Hold	708	–	–	0.02%	144
2025 Q2	$363K	Hold	708	–	–	0.02%	157
2025 Q1	$352K	Hold	708	–	–	0.02%	151
2024 Q4	$329K	Hold	708	–	–	0.02%	161
2024 Q3	$310K	Hold	708	–	–	0.01%	177
2024 Q2	$275K	Hold	708	–	–	0.01%	174
2024 Q1	$304K	Hold	708	–	–	0.01%	175
2023 Q4	$316K	Hold	708	–	–	0.02%	176
2023 Q3	$289K	Hold	708	–	–	0.02%	167
2023 Q2	$291K	Hold	708	–	–	0.02%	177
2023 Q1	$317K	Hold	708	–	–	0.02%	167
2022 Q4	$283K	Hold	708	–	–	0.02%	176
2022 Q3	$239K	Sell	708 -8	-1%	-$3.05K	0.02%	181
2022 Q2	$269K	Hold	716	–	–	0.02%	171
2022 Q1	$338K	Hold	716	–	–	0.02%	150
2021 Q4	$313K	Hold	716	–	–	0.02%	161
2021 Q3	$308K	Hold	716	–	–	0.02%	164
2021 Q2	$300K	Buy	716 +8	+1%	+$3.4K	0.02%	170
2021 Q1	$293K	Hold	708	–	–	0.02%	176
2020 Q4	$278K	Hold	708	–	–	0.02%	170
2020 Q3	$220K	Hold	708	–	–	0.03%	144
2020 Q2	$220K	Hold	708	–	–	0.03%	136
2020 Q1	$210K	Hold	708	–	–	0.04%	127
2019 Q4	$245K	Hold	708	–	–	0.03%	149
2019 Q3	$227K	Hold	708	–	–	0.03%	145
2019 Q2	$194K	Hold	708	–	–	0.03%	144
2019 Q1	$168K	Hold	708	–	–	0.03%	141
2018 Q4	$146K	Hold	708	–	–	0.03%	139
2018 Q3	$174K	Buy	+708	New	+$161K	0.03%	128

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

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

Heritage Wealth Advisors held its Teledyne Technologies (TDY) position steady in Q2 2026 at 708 shares worth $472K. The position accounts for 0.02% of the portfolio, ranked #137.

Heritage Wealth Advisors first reported a position in TDY in Q3 2018 and has held it in 32 quarters since. 887 funds tracked by Wall St. Rank hold TDY as of Q2 2026.

Heritage Wealth Advisors held 708 shares of Teledyne Technologies worth $472K as of Q2 2026.
Heritage Wealth Advisors left its Teledyne Technologies share count unchanged in Q2 2026.
Teledyne Technologies made up 0.02% of Heritage Wealth Advisors's portfolio in Q2 2026, its #137 holding.
Heritage Wealth Advisors first reported a position in Teledyne Technologies in Q3 2018 and has held it in 32 quarters since.
887 funds tracked by Wall St. Rank held Teledyne Technologies as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.