TWM
TDY icon

Thrive Wealth Management’s Teledyne Technologies TDY Stock Holding History

Thrive 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
Q2 		$454K Buy
680
+6
+0.9% +$3.78K 0.06% 146
2026
Q1 		$408K Sell
674
-41
-6% -$25.6K 0.06% 137
2025
Q4 		$365K Sell
715
-6
-0.8% -$3.16K 0.05% 158
2025
Q3 		$423K Buy
721
+27
+4% +$14.8K 0.06% 142
2025
Q2 		$356K Buy
694
+121
+21% +$58.4K 0.06% 154
2025
Q1 		$285K Buy
573
+55
+11% +$27.2K 0.05% 170
2024
Q4 		$240K Sell
518
-20
-4% -$9.32K 0.04% 175
2024
Q3 		$235K Buy
538
+10
+2% +$4.15K 0.04% 196
2024
Q2 		$205K Buy
528
+25
+5% +$9.9K 0.04% 207
2024
Q1 		$216K Buy
+503
New +$216K 0.04% 199

Other funds holding TDY

CF
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
DC
Defender Capital Charlotte, North Carolina $308M AUM 4.52% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
CCM
Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
S
Steadtrust Allen, Texas $198M AUM 99.37% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
FB
Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return