Wealth Enhancement Advisory Services
TDY icon

Wealth Enhancement Advisory Services’s Teledyne Technologies TDY Stock Holding History

Wealth Enhancement Advisory Services’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 		$1.24M Sell
1,985
-655
-25% -$409K ﹤0.01% 1667
2025
Q4 		$1.41M Buy
2,640
+136
+5% +$71.7K ﹤0.01% 1739
2025
Q3 		$1.47M Buy
2,504
+161
+7% +$88.1K ﹤0.01% 1630
2025
Q2 		$1.21M Buy
2,343
+303
+15% +$146K ﹤0.01% 1641
2025
Q1 		$1.02M Buy
2,040
+205
+11% +$101K ﹤0.01% 1594
2024
Q4 		$852K Buy
1,835
+491
+37% +$229K ﹤0.01% 1632
2024
Q3 		$588K Sell
1,344
-161
-11% -$66.8K ﹤0.01% 1715
2024
Q2 		$584K Sell
1,505
-178
-11% -$70.5K ﹤0.01% 1555
2024
Q1 		$723K Buy
1,683
+280
+20% +$120K ﹤0.01% 1383
2023
Q4 		$626K Sell
1,403
-122
-8% -$49K ﹤0.01% 1386
2023
Q3 		$623K Buy
+1,525
New +$619K ﹤0.01% 1307

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VCM
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VPM
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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