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Root Financial Partners’s Teledyne Technologies TDY Stock Holding History

Root Financial Partners’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 		– Sell
-132
Closed -$79.9K – 2886
2026
Q1 		$79.9K Buy
132
+34
+35% +$21.2K ﹤0.01% 663
2025
Q4 		$50.1K Buy
98
+10
+11% +$5.27K ﹤0.01% 713
2025
Q3 		$51.6K Buy
+88
New +$48.2K ﹤0.01% 659

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 $3.37T AUM 44.26% 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
JT
Jupiter Topco New York $245B AUM
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Root Financial Partners's TDY Position: Q2 2026 in Review

Root Financial Partners sold out of Teledyne Technologies (TDY) in Q2 2026, closing a stake of 132 shares — an estimated $79.9K sold.

Root Financial Partners first reported a position in TDY in Q3 2025 and held it in 3 quarters. The position peaked at $79.9K in Q1 2026. 888 funds tracked by Wall St. Rank hold TDY as of Q2 2026.

  • Root Financial Partners reported no remaining Teledyne Technologies position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 132 Teledyne Technologies shares in Q2 2026, an estimated $79.9K.
  • Root Financial Partners first reported a position in Teledyne Technologies in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Teledyne Technologies position peaked at $79.9K in Q1 2026.
  • 888 funds tracked by Wall St. Rank held Teledyne Technologies as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.