WA
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Waverly Advisors’s Teledyne Technologies TDY Stock Holding History

Waverly 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
Q1 		$4.25M Buy
7,030
+489
+7% +$305K 0.03% 443
2025
Q4 		$3.34M Buy
6,541
+3,158
+93% +$1.66M 0.03% 469
2025
Q3 		$1.98M Sell
3,383
-2
-0.1% -$1.09K 0.02% 514
2025
Q2 		$1.73M Sell
3,385
-19
-0.6% -$9.17K 0.02% 518
2025
Q1 		$1.69M Sell
3,404
-188
-5% -$93K 0.02% 509
2024
Q4 		$1.67M Buy
3,592
+317
+10% +$148K 0.03% 419
2024
Q3 		$1.43M Buy
3,275
+16
+0.5% +$6.63K 0.03% 385
2024
Q2 		$1.26M Buy
3,259
+18
+0.6% +$7.13K 0.02% 398
2024
Q1 		$1.39M Sell
3,241
-3
-0.1% -$1.29K 0.03% 313
2023
Q4 		$1.45M Buy
+3,244
New +$1.3M 0.05% 184

Other funds holding TDY

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return