Root Financial Partners
TDY icon

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
Q3 		$81.3K Buy
+134
New +$85.2K ﹤0.01% 846
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $187B AUM 13.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $26.8B AUM 3.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Root Financial Partners's TDY Position: Q3 2026 in Review

Root Financial Partners opened a new position in Teledyne Technologies (TDY) in Q3 2026: 134 shares worth $81.3K. The stake represents ﹤0.01% of the portfolio and ranks #846 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in TDY as recently as Q1 2026.

Root Financial Partners first reported a position in TDY in Q3 2025 and has held it in 4 quarters since. 717 funds tracked by Wall St. Rank hold TDY as of Q3 2026.

  • Root Financial Partners held 134 shares of Teledyne Technologies worth $81.3K as of Q3 2026.
  • Teledyne Technologies was a new Root Financial Partners position in Q3 2026.
  • Teledyne Technologies made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #846 holding.
  • Root Financial Partners first reported a position in Teledyne Technologies in Q3 2025 and has held it in 4 quarters since.
  • 717 funds tracked by Wall St. Rank held Teledyne Technologies as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.