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Venturi Wealth Management’s Teledyne Technologies TDY Stock Holding History

Venturi 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 		– Sell
-766
Closed -$463K – 678
2026
Q1 		$463K Buy
+766
New +$478K 0.02% 361
2025
Q4 		– Sell
-1,098
Closed -$643K – 633
2025
Q3 		$643K Sell
1,098
-136
-11% -$74.5K 0.03% 282
2025
Q2 		$632K Sell
1,234
-584
-32% -$282K 0.03% 281
2025
Q1 		$905K Buy
1,818
+106
+6% +$52.4K 0.05% 222
2024
Q4 		$795K Sell
1,712
-42
-2% -$19.6K 0.04% 241
2024
Q3 		$768K Buy
1,754
+398
+29% +$165K 0.04% 221
2024
Q2 		$526K Buy
1,356
+789
+139% +$312K 0.03% 275
2024
Q1 		$243K Buy
567
+2
+0.4% +$858 0.02% 333
2023
Q4 		$252K Hold
565
– – 0.02% 327
2023
Q3 		$231K Buy
+565
New +$229K 0.02% 315
2023
Q2 		– Sell
-548
Closed -$245K – 1267
2023
Q1 		$245K Hold
548
– – 0.02% 296
2022
Q4 		$219K Buy
+548
New +$213K 0.02% 315
2022
Q3 		– Sell
-548
Closed -$206K – 343
2022
Q2 		$206K Buy
548
+12
+2% +$5K 0.02% 305
2022
Q1 		$253K Hold
536
– – 0.02% 306
2021
Q4 		$234K Buy
+536
New +$233K 0.02% 310

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

Venturi Wealth Management's TDY Position: Q2 2026 in Review

Venturi Wealth Management sold out of Teledyne Technologies (TDY) in Q2 2026, closing a stake of 766 shares — an estimated $463K sold.

Venturi Wealth Management first reported a position in TDY in Q4 2021 and held it in 15 quarters. The position peaked at $905K in Q1 2025. 887 funds tracked by Wall St. Rank hold TDY as of Q2 2026.

  • Venturi Wealth Management reported no remaining Teledyne Technologies position as of Q2 2026 after selling out during the quarter.
  • Venturi Wealth Management sold 766 Teledyne Technologies shares in Q2 2026, an estimated $463K.
  • Venturi Wealth Management first reported a position in Teledyne Technologies in Q4 2021 and held it in 15 quarters.
  • Venturi Wealth Management's Teledyne Technologies position peaked at $905K in Q1 2025.
  • 887 funds tracked by Wall St. Rank held Teledyne Technologies as of Q2 2026.

Based on Venturi Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.