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Kingswood Wealth Advisors’s Teledyne Technologies TDY Stock Holding History

Kingswood 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 		– Sell
-360
Closed -$218K – 1041
2026
Q1 		$218K Buy
+360
New +$225K 0.01% 850

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

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

Kingswood Wealth Advisors sold out of Teledyne Technologies (TDY) in Q2 2026, closing a stake of 360 shares — an estimated $218K sold.

Kingswood Wealth Advisors first reported a position in TDY in Q1 2026 and held it in 1 quarter. The position peaked at $218K in Q1 2026. 885 funds tracked by Wall St. Rank hold TDY as of Q2 2026.

  • Kingswood Wealth Advisors reported no remaining Teledyne Technologies position as of Q2 2026 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 360 Teledyne Technologies shares in Q2 2026, an estimated $218K.
  • Kingswood Wealth Advisors first reported a position in Teledyne Technologies in Q1 2026 and held it in 1 quarter.
  • Kingswood Wealth Advisors's Teledyne Technologies position peaked at $218K in Q1 2026.
  • 885 funds tracked by Wall St. Rank held Teledyne Technologies as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.