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Summit Wealth Group (Colorado)’s Teledyne Technologies TDY Stock Holding History

Summit Wealth Group (Colorado)’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
2025
Q4 		– Sell
-2,124
Closed -$868K – 605
2025
Q3 		$868K Buy
+2,124
New +$1.16M 0.09% 187

Other funds holding TDY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Summit Wealth Group (Colorado)'s TDY Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of Teledyne Technologies (TDY) in Q4 2025, closing a stake of 2,124 shares — an estimated $868K sold.

Summit Wealth Group (Colorado) first reported a position in TDY in Q3 2025 and held it in 1 quarter. The position peaked at $868K in Q3 2025. 805 funds tracked by Wall St. Rank hold TDY as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Teledyne Technologies position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 2,124 Teledyne Technologies shares in Q4 2025, an estimated $868K.
  • Summit Wealth Group (Colorado) first reported a position in Teledyne Technologies in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Teledyne Technologies position peaked at $868K in Q3 2025.
  • 805 funds tracked by Wall St. Rank held Teledyne Technologies as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.