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Marshall & Sterling Wealth Advisors’s Teledyne Technologies TDY Stock Holding History

Marshall & Sterling 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
2025
Q4 		– Sell
-36
Closed -$21.1K – 594
2025
Q3 		$21.1K Hold
36
– – 0.01% 267
2025
Q2 		$18.4K Hold
36
– – 0.01% 267
2025
Q1 		$17.9K Buy
+36
New +$17.8K 0.01% 260

Other funds holding TDY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's TDY Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Teledyne Technologies (TDY) in Q4 2025, closing a stake of 36 shares — an estimated $21.1K sold.

Marshall & Sterling Wealth Advisors first reported a position in TDY in Q1 2025 and held it in 3 quarters. The position peaked at $21.1K in Q3 2025. 805 funds tracked by Wall St. Rank hold TDY as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Teledyne Technologies position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 36 Teledyne Technologies shares in Q4 2025, an estimated $21.1K.
  • Marshall & Sterling Wealth Advisors first reported a position in Teledyne Technologies in Q1 2025 and held it in 3 quarters.
  • Marshall & Sterling Wealth Advisors's Teledyne Technologies position peaked at $21.1K in Q3 2025.
  • 805 funds tracked by Wall St. Rank held Teledyne Technologies as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.