Physician Wealth Advisors’s Teledyne Technologies TDY Stock Holding History

Physician 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	$1.19M	Buy	1,785 +2	+0.1%	+$1.26K	0.14%	72
2026 Q1	$1.08M	Buy	1,783 +1	+0.1%	+$624	0.15%	72
2025 Q4	$910K	Sell	1,782 -8	-0.4%	-$4.21K	0.13%	73
2025 Q3	$1.05M	Buy	1,790 +10	+0.6%	+$5.47K	0.15%	70
2025 Q2	$912K	Sell	1,780 -2	-0.1%	-$965	0.14%	71
2025 Q1	$887K	Hold	1,782	–	–	0.15%	72
2024 Q4	$827K	Sell	1,782 -32	-2%	-$14.9K	0.14%	72
2024 Q3	$817K	Hold	1,814	–	–	0.15%	73
2024 Q2	$732K	Buy	1,814 +2	+0.1%	+$792	0.13%	77
2024 Q1	$727K	Hold	1,812	–	–	0.15%	75
2023 Q4	$795K	Hold	1,812	–	–	0.18%	71
2023 Q3	$744K	Hold	1,812	–	–	0.19%	65
2023 Q2	$744K	Hold	1,812	–	–	0.18%	64
2023 Q1	$775K	Hold	1,812	–	–	0.2%	59
2022 Q4	$744K	Buy	1,812 +71	+4%	+$27.7K	0.2%	60
2022 Q3	$616K	Hold	1,741	–	–	0.19%	63
2022 Q2	$685K	Hold	1,741	–	–	0.2%	63
2022 Q1	$745K	Hold	1,741	–	–	0.2%	64
2021 Q4	$735K	Hold	1,741	–	–	0.19%	64
2021 Q3	$748K	Hold	1,741	–	–	0.21%	63
2021 Q2	$770K	Buy	1,741 +39	+2%	+$16.6K	0.22%	61
2021 Q1	$716K	Hold	1,702	–	–	0.23%	60
2020 Q4	$695K	Hold	1,702	–	–	0.24%	61
2020 Q3	$533K	Hold	1,702	–	–	0.21%	64
2020 Q2	$560K	Hold	1,702	–	–	0.23%	61
2020 Q1	$530K	Hold	1,702	–	–	0.26%	53
2019 Q4	$630K	Buy	+1,702	New	+$572K	0.28%	51

Other funds holding TDY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

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

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

Physician Wealth Advisors increased its Teledyne Technologies (TDY) stake by 0.11% in Q2 2026, buying an estimated $1.26K and bringing the position to 1,785 shares worth $1.19M. The position accounts for 0.14% of the portfolio, ranked #72.

Physician Wealth Advisors first reported a position in TDY in Q4 2019 and has held it in 27 quarters since. 887 funds tracked by Wall St. Rank hold TDY as of Q2 2026.

Physician Wealth Advisors held 1,785 shares of Teledyne Technologies worth $1.19M as of Q2 2026.
Physician Wealth Advisors bought 2 Teledyne Technologies shares in Q2 2026, an estimated $1.26K.
Teledyne Technologies made up 0.14% of Physician Wealth Advisors's portfolio in Q2 2026, its #72 holding.
Physician Wealth Advisors first reported a position in Teledyne Technologies in Q4 2019 and has held it in 27 quarters since.
887 funds tracked by Wall St. Rank held Teledyne Technologies as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.