SteelPeak Wealth’s Teledyne Technologies TDY Stock Holding History

SteelPeak Wealth’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	$1.12M	Sell	1,683 -188	-10%	-$118K	0.03%	297
2026 Q1	$1.13M	Buy	1,871 +982	+110%	+$613K	0.04%	274
2025 Q4	$454K	Sell	889 -750	-46%	-$395K	0.01%	368
2025 Q3	$961K	Sell	1,639 -95	-5%	-$52K	0.03%	296
2025 Q2	$888K	Buy	1,734 +38	+2%	+$18.3K	0.03%	281
2025 Q1	$844K	Buy	1,696 +132	+8%	+$65.3K	0.04%	280
2024 Q4	$726K	Buy	1,564 +7	+0.4%	+$3.26K	0.03%	289
2024 Q3	$681K	Sell	1,557 -16	-1%	-$6.63K	0.03%	270
2024 Q2	$610K	Sell	1,573 -109	-6%	-$43.2K	0.03%	285
2024 Q1	$722K	Buy	1,682 +1,143	+212%	+$490K	0.04%	257
2023 Q4	$241K	Sell	539 -735	-58%	-$295K	0.01%	363
2023 Q3	$521K	Buy	1,274 +9	+0.7%	+$3.65K	0.03%	253
2023 Q2	$520K	Sell	1,265 -166	-12%	-$68.5K	0.03%	242
2023 Q1	$640K	Buy	1,431 +438	+44%	+$186K	0.04%	208
2022 Q4	$397K	Sell	993 -257	-21%	-$100K	0.03%	274
2022 Q3	$422K	Sell	1,250 -4	-0.3%	-$1.53K	0.03%	274
2022 Q2	$470K	Sell	1,254 -24	-2%	-$10K	0.03%	259
2022 Q1	$604K	Buy	+1,278	New	+$550K	0.04%	254

Other funds holding TDY

Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Defender Capital Charlotte, North Carolina $308M AUM 4.52% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Steadtrust Allen, Texas $198M AUM 99.37% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return