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Summit Trail Advisors’s Teledyne Technologies TDY Stock Holding History

Summit Trail Advisors’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 		$3.23M Buy
4,845
+1,924
+66% +$1.21M 0.04% 327
2026
Q1 		$1.77M Sell
2,921
-642
-18% -$401K 0.03% 620
2025
Q4 		$1.82M Sell
3,563
-532
-13% -$280K 0.03% 461
2025
Q3 		$2.4M Buy
4,095
+3,402
+491% +$1.86M 0.03% 350
2025
Q2 		$355K Buy
+693
New +$334K 0.01% 857
2024
Q4 		– Sell
-767
Closed -$336K – 722
2024
Q3 		$336K Buy
767
+47
+7% +$19.5K 0.01% 512
2024
Q2 		$279K Buy
720
+27
+4% +$10.7K 0.01% 511
2024
Q1 		$298K Buy
+693
New +$297K 0.01% 463
2023
Q4 		– Sell
-562
Closed -$230K – 590
2023
Q3 		$230K Buy
+562
New +$228K 0.01% 464
2018
Q1 		– Sell
-1,032
Closed -$195K – 1521
2017
Q4 		$195K Buy
+1,032
New +$181K 0.02% 431

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

Summit Trail Advisors's TDY Position: Q2 2026 in Review

Summit Trail Advisors increased its Teledyne Technologies (TDY) stake by 66% in Q2 2026, buying an estimated $1.21M and bringing the position to 4,845 shares worth $3.23M. The position accounts for 0.04% of the portfolio, ranked #327.

Summit Trail Advisors first reported a position in TDY in Q4 2017 and has held it in 10 quarters since. 887 funds tracked by Wall St. Rank hold TDY as of Q2 2026.

  • Summit Trail Advisors held 4,845 shares of Teledyne Technologies worth $3.23M as of Q2 2026.
  • Summit Trail Advisors bought 1,924 Teledyne Technologies shares in Q2 2026, an estimated $1.21M.
  • Teledyne Technologies made up 0.04% of Summit Trail Advisors's portfolio in Q2 2026, its #327 holding.
  • Summit Trail Advisors first reported a position in Teledyne Technologies in Q4 2017 and has held it in 10 quarters since.
  • 887 funds tracked by Wall St. Rank held Teledyne Technologies as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.