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Whalen Wealth Management’s Teledyne Technologies TDY Stock Holding History

Whalen 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
Q3 		$303K Sell
499
-303
-38% -$193K 0.13% 161
2026
Q2 		$535K Buy
802
+463
+137% +$292K 0.24% 101
2026
Q1 		$205K Sell
339
-520
-61% -$325K 0.11% 172
2025
Q4 		$439K Buy
859
+278
+48% +$146K 0.24% 126
2025
Q3 		$340K Buy
+581
New +$318K 0.2% 120

Other funds holding TDY

DC
Defender Capital Charlotte, North Carolina $319M AUM 12.55% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return
BAM
Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return

Whalen Wealth Management's TDY Position: Q3 2026 in Review

Whalen Wealth Management reduced its Teledyne Technologies (TDY) stake by 38% in Q3 2026, selling an estimated $193K and leaving 499 shares worth $303K. The position accounts for 0.13% of the portfolio, ranked #161.

Whalen Wealth Management first reported a position in TDY in Q3 2025 and has held it in 5 quarters since. The position peaked at $535K in Q2 2026. 19 funds tracked by Wall St. Rank hold TDY as of Q3 2026.

  • Whalen Wealth Management held 499 shares of Teledyne Technologies worth $303K as of Q3 2026.
  • Whalen Wealth Management sold 303 Teledyne Technologies shares in Q3 2026, an estimated $193K.
  • Teledyne Technologies made up 0.13% of Whalen Wealth Management's portfolio in Q3 2026, its #161 holding.
  • Whalen Wealth Management first reported a position in Teledyne Technologies in Q3 2025 and has held it in 5 quarters since.
  • Whalen Wealth Management's Teledyne Technologies position peaked at $535K in Q2 2026.
  • 19 funds tracked by Wall St. Rank held Teledyne Technologies as of Q3 2026.

Based on Whalen Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.