Marks Group Wealth Management
TDY icon

Marks Group Wealth Management’s Teledyne Technologies TDY Stock Holding History

Marks Group Wealth Management’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
Q3 		$5.1M Sell
8,412
-760
-8% -$483K 0.45% 43
2026
Q2 		$6.12M Sell
9,172
-2,555
-22% -$1.61M 0.53% 43
2026
Q1 		$7.1M Sell
11,727
-2,720
-19% -$1.7M 0.68% 40
2025
Q4 		$7.38M Sell
14,447
-1,837
-11% -$968K 0.71% 47
2025
Q3 		$9.5M Sell
16,284
-883
-5% -$483K 0.89% 28
2025
Q2 		$8.79M Sell
17,167
-121
-0.7% -$58.4K 0.82% 47
2025
Q1 		$8.6M Sell
17,288
-797
-4% -$394K 0.83% 45
2024
Q4 		$8.39M Sell
18,085
-741
-4% -$345K 0.83% 47
2024
Q3 		$8.24M Buy
18,826
+381
+2% +$158K 0.79% 63
2024
Q2 		$7.16M Buy
18,445
+2,284
+14% +$905K 0.75% 64
2024
Q1 		$6.94M Buy
16,161
+63
+0.4% +$27K 0.73% 63
2023
Q4 		$7.18M Buy
16,098
+75
+0.5% +$30.1K 0.82% 49
2023
Q3 		$6.55M Buy
16,023
+81
+0.5% +$32.9K 0.81% 48
2023
Q2 		$6.55M Buy
15,942
+266
+2% +$110K 0.78% 53
2023
Q1 		$7.01M Buy
15,676
+50
+0.3% +$21.2K 0.9% 33
2022
Q4 		$6.25M Buy
15,626
+119
+0.8% +$46.3K 0.85% 45
2022
Q3 		$5.23M Buy
15,507
+507
+3% +$194K 0.8% 51
2022
Q2 		$5.63M Buy
+15,000
New +$6.25M 0.81% 48

Other funds holding TDY

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.3B AUM 19.37% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Findlay Park Partners
Findlay Park Partners London, United Kingdom $6.73B AUM 19.29% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $25.4B AUM 35.48% 1-Year Est. Return

Marks Group Wealth Management's TDY Position: Q3 2026 in Review

Marks Group Wealth Management reduced its Teledyne Technologies (TDY) stake by 8.3% in Q3 2026, selling an estimated $483K and leaving 8,412 shares worth $5.1M. The position accounts for 0.45% of the portfolio, ranked #43.

Marks Group Wealth Management first reported a position in TDY in Q2 2022 and has held it in 18 quarters since. The position peaked at $9.5M in Q3 2025. 610 funds tracked by Wall St. Rank hold TDY as of Q3 2026.

  • Marks Group Wealth Management held 8,412 shares of Teledyne Technologies worth $5.1M as of Q3 2026.
  • Marks Group Wealth Management sold 760 Teledyne Technologies shares in Q3 2026, an estimated $483K.
  • Teledyne Technologies made up 0.45% of Marks Group Wealth Management's portfolio in Q3 2026, its #43 holding.
  • Marks Group Wealth Management first reported a position in Teledyne Technologies in Q2 2022 and has held it in 18 quarters since.
  • Marks Group Wealth Management's Teledyne Technologies position peaked at $9.5M in Q3 2025.
  • 610 funds tracked by Wall St. Rank held Teledyne Technologies as of Q3 2026.

Based on Marks Group Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.