Punch & Associates Investment Management’s Taylor Devices TAYD Stock Holding History

Punch & Associates Investment Management’s Portfolio TAYD Stock Details TAYD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.84M	Sell	32,300 -19,025	-37%	-$1.46M	0.11%	135
2025 Q4	$3M	Hold	51,325	–	–	0.18%	121
2025 Q3	$2.52M	Buy	51,325 +1,325	+3%	+$61.4K	0.15%	129
2025 Q2	$2.17M	Buy	50,000 +1,136	+2%	+$40.4K	0.13%	129
2025 Q1	$1.58M	Sell	48,864 -1,136	-2%	-$37.3K	0.1%	133
2024 Q4	$2.08M	Sell	50,000 -1,270	-2%	-$57.8K	0.11%	139
2024 Q3	$2.56M	Hold	51,270	–	–	0.14%	136
2024 Q2	$2.31M	Sell	51,270 -680	-1%	-$33K	0.13%	141
2024 Q1	$2.59M	Buy	51,950 +745	+1%	+$26K	0.15%	140
2023 Q4	$1.13M	Buy	+51,205	New	+$1.15M	0.07%	164

Other funds holding TAYD

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Oppenheimer & Close New York $159M AUM 60.56% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Punch & Associates Investment Management's TAYD Position: Q1 2026 in Review

Punch & Associates Investment Management reduced its Taylor Devices (TAYD) stake by 37% in Q1 2026, selling an estimated $1.46M and leaving 32,300 shares worth $1.84M. The position accounts for 0.11% of the portfolio, ranked #135.

Punch & Associates Investment Management first reported a position in TAYD in Q4 2023 and has held it in 10 quarters since. The position peaked at $3M in Q4 2025. 70 funds tracked by Wall St. Rank hold TAYD as of Q1 2026.

Punch & Associates Investment Management held 32,300 shares of Taylor Devices worth $1.84M as of Q1 2026.
Punch & Associates Investment Management sold 19,025 Taylor Devices shares in Q1 2026, an estimated $1.46M.
Taylor Devices made up 0.11% of Punch & Associates Investment Management's portfolio in Q1 2026, its #135 holding.
Punch & Associates Investment Management first reported a position in Taylor Devices in Q4 2023 and has held it in 10 quarters since.
Punch & Associates Investment Management's Taylor Devices position peaked at $3M in Q4 2025.
70 funds tracked by Wall St. Rank held Taylor Devices as of Q1 2026.

Based on Punch & Associates Investment Management's 13F filing for Q1 2026, filed 15 May 2026.