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Modera Wealth Management’s Teledyne Technologies TDY Stock Holding History

Modera 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
Q1 		– Sell
-1,519
Closed -$776K – 674
2025
Q4 		$776K Buy
1,519
+18
+1% +$9.48K 0.01% 372
2025
Q3 		$880K Hold
1,501
– – 0.01% 357
2025
Q2 		$769K Sell
1,501
-1
-0.1% -$482 0.01% 366
2025
Q1 		$748K Sell
1,502
-18
-1% -$8.9K 0.01% 363
2024
Q4 		$705K Buy
1,520
+9
+0.6% +$4.19K 0.01% 376
2024
Q3 		$661K Buy
1,511
+1
+0.1% +$415 0.01% 362
2024
Q2 		$586K Sell
1,510
-22
-1% -$8.71K 0.01% 373
2024
Q1 		$658K Sell
1,532
-1
-0.1% -$429 0.01% 360
2023
Q4 		$684K Buy
1,533
+19
+1% +$7.63K 0.01% 333
2023
Q3 		$619K Buy
1,514
+14
+0.9% +$5.68K 0.01% 335
2023
Q2 		$617K Hold
1,500
– – 0.01% 353
2023
Q1 		$671K Hold
1,500
– – 0.03% 185
2022
Q4 		$600K Hold
1,500
– – 0.02% 190
2022
Q3 		$506K Sell
1,500
-2
-0.1% -$763 0.03% 184
2022
Q2 		$563K Sell
1,502
-2
-0.1% -$834 0.03% 186
2022
Q1 		$711K Sell
1,504
-410
-21% -$176K 0.03% 175
2021
Q4 		$836K Buy
1,914
+412
+27% +$179K 0.03% 192
2021
Q3 		$645K Buy
+1,502
New +$664K 0.03% 133

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 $3.38T AUM 44.17% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Modera Wealth Management's TDY Position: Q1 2026 in Review

Modera Wealth Management sold out of Teledyne Technologies (TDY) in Q1 2026, closing a stake of 1,519 shares — an estimated $776K sold.

Modera Wealth Management first reported a position in TDY in Q3 2021 and held it in 18 quarters. The position peaked at $880K in Q3 2025. 848 funds tracked by Wall St. Rank hold TDY as of Q1 2026.

  • Modera Wealth Management reported no remaining Teledyne Technologies position as of Q1 2026 after selling out during the quarter.
  • Modera Wealth Management sold 1,519 Teledyne Technologies shares in Q1 2026, an estimated $776K.
  • Modera Wealth Management first reported a position in Teledyne Technologies in Q3 2021 and held it in 18 quarters.
  • Modera Wealth Management's Teledyne Technologies position peaked at $880K in Q3 2025.
  • 848 funds tracked by Wall St. Rank held Teledyne Technologies as of Q1 2026.

Based on Modera Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.