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Integrated Wealth Concepts’s Teledyne Technologies TDY Stock Holding History

Integrated Wealth Concepts’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 		$669K Sell
1,004
-624
-38% -$393K ﹤0.01% 1481
2026
Q1 		$985K Buy
1,628
+1,201
+281% +$750K 0.01% 1126
2025
Q4 		$218K Sell
427
-1,374
-76% -$724K ﹤0.01% 1478
2025
Q3 		$1.06M Sell
1,801
-850
-32% -$465K 0.01% 949
2025
Q2 		$1.36M Sell
2,651
-195
-7% -$94.1K 0.01% 773
2025
Q1 		$1.42M Buy
2,846
+251
+10% +$124K 0.02% 677
2024
Q4 		$1.2M Sell
2,595
-110
-4% -$51.3K 0.01% 742
2024
Q3 		$1.18M Sell
2,705
-34
-1% -$14.1K 0.01% 733
2024
Q2 		$1.06M Buy
2,739
+717
+35% +$284K 0.01% 731
2024
Q1 		$868K Buy
2,022
+35
+2% +$15K 0.01% 820
2023
Q4 		$887K Sell
1,987
-958
-33% -$385K 0.01% 775
2023
Q3 		$1.2M Buy
2,945
+2,326
+376% +$944K 0.02% 617
2023
Q2 		$254K Sell
619
-256
-29% -$106K ﹤0.01% 1306
2023
Q1 		$391K Buy
+875
New +$371K 0.01% 951
2022
Q1 		– Sell
-865
Closed -$378K – 1048
2021
Q4 		$378K Sell
865
-6
-0.7% -$2.61K 0.01% 687
2021
Q3 		$374K Buy
+871
New +$385K 0.01% 654

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

Integrated Wealth Concepts's TDY Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its Teledyne Technologies (TDY) stake by 38% in Q2 2026, selling an estimated $393K and leaving 1,004 shares worth $669K. The position accounts for ﹤0.01% of the portfolio, ranked #1481.

Integrated Wealth Concepts first reported a position in TDY in Q3 2021 and has held it in 16 quarters since. The position peaked at $1.42M in Q1 2025. 890 funds tracked by Wall St. Rank hold TDY as of Q2 2026.

  • Integrated Wealth Concepts held 1,004 shares of Teledyne Technologies worth $669K as of Q2 2026.
  • Integrated Wealth Concepts sold 624 Teledyne Technologies shares in Q2 2026, an estimated $393K.
  • Teledyne Technologies made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1481 holding.
  • Integrated Wealth Concepts first reported a position in Teledyne Technologies in Q3 2021 and has held it in 16 quarters since.
  • Integrated Wealth Concepts's Teledyne Technologies position peaked at $1.42M in Q1 2025.
  • 890 funds tracked by Wall St. Rank held Teledyne Technologies as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.