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KPWS
Kestra Private Wealth Services’s
Teledyne Technologies
TDY
Stock Holding History
Kestra Private Wealth Services’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
$289K
Buy
478
+64
+15%
+$39.9K
﹤0.01%
1470
2025
Q4
$211K
Buy
414
+15
+4%
+$7.9K
﹤0.01%
1573
2025
Q3
$234K
Sell
399
-329
-45%
-$180K
﹤0.01%
1487
2025
Q2
$373K
Buy
728
+107
+17%
+$51.6K
0.01%
1166
2025
Q1
$309K
Buy
621
+5
+0.8%
+$2.47K
0.01%
1186
2024
Q4
$286K
Buy
+616
New
+$287K
﹤0.01%
1155
2024
Q3
–
Sell
-8,344
Closed
-$3.24M
–
1459
2024
Q2
$3.24M
Sell
8,344
-45
-0.5%
-$17.8K
0.06%
286
2024
Q1
$3.6M
Buy
8,389
+28
+0.3%
+$12K
0.08%
257
2023
Q4
$3.73M
Buy
8,361
+82
+1%
+$32.9K
0.1%
227
2023
Q3
$3.38M
Buy
8,279
+10
+0.1%
+$4.06K
0.11%
218
2023
Q2
$3.4M
Buy
8,269
+24
+0.3%
+$9.9K
0.12%
195
2023
Q1
$3.69M
Buy
+8,245
New
+$3.49M
0.15%
159
2022
Q4
–
Sell
-2,043
Closed
-$689K
–
985
2022
Q3
$689K
Buy
+2,043
New
+$780K
0.04%
412
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$129B AUM
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$182B AUM
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$47.8B AUM
13.38%
1-Year Est. Return
Janus Henderson Group
London, United Kingdom
$209B AUM
37.72%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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