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SWM
Spire Wealth Management’s
Teledyne Technologies
TDY
Stock Holding History
Spire 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
$19.4K
Buy
32
+28
+700%
+$17.5K
﹤0.01%
1429
2025
Q4
$2.04K
Sell
4
-32
-89%
-$16.9K
﹤0.01%
2092
2025
Q3
$21.1K
Hold
36
–
–
﹤0.01%
1514
2025
Q2
$18.4K
Sell
36
-11
-23%
-$5.31K
﹤0.01%
1540
2025
Q1
$23.4K
Buy
47
+5
+12%
+$2.47K
﹤0.01%
1557
2024
Q4
$19.5K
Buy
42
+5
+14%
+$2.33K
﹤0.01%
1633
2024
Q3
$16.2K
Sell
37
-9
-20%
-$3.73K
﹤0.01%
1500
2024
Q2
$17.8K
Buy
46
+10
+28%
+$3.96K
﹤0.01%
1479
2024
Q1
$15.5K
Buy
36
+1
+3%
+$429
﹤0.01%
1591
2023
Q4
$15.2K
Sell
35
-11
-24%
-$4.42K
﹤0.01%
1621
2023
Q3
$18.8K
Buy
46
+29
+171%
+$11.8K
﹤0.01%
1528
2023
Q2
$6.99K
Hold
17
–
–
﹤0.01%
1912
2023
Q1
$7.61K
Buy
+17
New
+$7.2K
﹤0.01%
1936
2022
Q3
–
Sell
-20
Closed
-$8K
–
2574
2022
Q2
$8K
Buy
20
+3
+18%
+$1.25K
﹤0.01%
2006
2022
Q1
$8K
Sell
17
-18
-51%
-$7.74K
﹤0.01%
2125
2021
Q4
$15K
Buy
35
+24
+218%
+$10.4K
﹤0.01%
2234
2021
Q3
$5K
Sell
11
-22
-67%
-$9.72K
﹤0.01%
2298
2021
Q2
$14K
Sell
33
-23
-41%
-$9.77K
﹤0.01%
2011
2021
Q1
$13K
Buy
+56
New
+$21.6K
﹤0.01%
2340
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$4.04T AUM
VPM
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$1.91T AUM
State Street
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$2.9T AUM
29.55%
1-Year Est. Return
Fidelity International
Hamilton, Bermuda
$129B AUM
30.83%
1-Year Est. Return
Dodge & Cox
San Francisco, California
$182B AUM
14.68%
1-Year Est. Return
Aristotle Capital Management
Los Angeles, California
$47.8B AUM
13.38%
1-Year Est. Return
Janus Henderson Group
London, United Kingdom
$209B AUM
37.72%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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