WAG
TDY icon

Wallace Advisory Group’s Teledyne Technologies TDY Stock Holding History

Wallace Advisory Group’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
Q3 		– Sell
-819
Closed -$408K – 184
2025
Q2 		$408K Buy
819
+74
+10% +$35.7K 0.3% 105
2025
Q1 		$346K Sell
745
-25
-3% -$12.4K 0.24% 124
2024
Q4 		$337K Sell
770
-7
-0.9% -$3.26K 0.23% 122
2024
Q3 		$301K Sell
777
-20
-3% -$8.29K 0.22% 124
2024
Q2 		$309K Buy
797
+125
+19% +$49.5K 0.22% 121
2024
Q1 		$300K Buy
672
+10
+2% +$4.29K 0.23% 119
2023
Q4 		$270K Buy
662
+118
+22% +$47.4K 0.21% 115
2023
Q3 		$224K Sell
544
-8
-1% -$3.25K 0.16% 153
2023
Q2 		$247K Hold
552
– – 0.19% 135
2023
Q1 		$247K Buy
552
+12
+2% +$5.08K 0.19% 135
2022
Q4 		$216K Buy
+540
New +$210K 0.17% 139

Other funds holding TDY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return