4J Wealth Management’s TransDigm Group TDG Stock Holding History

4J Wealth Management’s Portfolio TDG Stock Details TDG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$451K	Sell	339 -18	-5%	-$22.1K	0.22%	66
2026 Q1	$414K	Sell	357 -2	-0.6%	-$2.62K	0.24%	64
2025 Q4	$477K	Sell	359 -4	-1%	-$5.24K	0.27%	56
2025 Q3	$478K	Buy	363 +1	+0.3%	+$1.43K	0.28%	56
2025 Q2	$551K	Sell	362 -4	-1%	-$5.62K	0.37%	49
2025 Q1	$506K	Sell	366 -4	-1%	-$5.33K	0.4%	46
2024 Q4	$469K	Sell	370 -1	-0.3%	-$1.32K	0.38%	45
2024 Q3	$529K	Hold	371	–	–	0.41%	47
2024 Q2	$473K	Sell	371 -32	-8%	-$41K	0.39%	46
2024 Q1	$496K	Sell	403 -6	-1%	-$6.75K	0.43%	46
2023 Q4	$413K	Sell	409 -49	-11%	-$45.2K	0.38%	56
2023 Q3	$386K	Buy	458 +3	+0.7%	+$2.63K	0.38%	55
2023 Q2	$407K	Sell	455 -36	-7%	-$28.5K	0.39%	56
2023 Q1	$362K	Sell	491 -101	-17%	-$72.2K	0.39%	54
2022 Q4	$373K	Sell	592 -67	-10%	-$39.5K	0.43%	54
2022 Q3	$346K	Sell	659 -20	-3%	-$11.9K	0.44%	52
2022 Q2	$364K	Buy	679 +13	+2%	+$7.67K	0.46%	47
2022 Q1	$434K	Buy	666 +2	+0.3%	+$1.28K	0.38%	44
2021 Q4	$422K	Buy	664 +9	+1%	+$5.63K	0.36%	46
2021 Q3	$409K	Hold	655	–	–	0.36%	47
2021 Q2	$424K	Buy	655 +1	+0.2%	+$627	0.37%	45
2021 Q1	$384K	Hold	654	–	–	0.36%	50
2020 Q4	$404K	Buy	+654	New	+$360K	0.39%	50

Other funds holding TDG

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

ACM

Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Chicago Capital Chicago, Illinois $4.15B AUM 31.09% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

IGAM

iA Global Asset Management Quebec, Quebec, Canada $8.42B AUM 47.61% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

GIM

Generate Investment Management Auckland, New Zealand $2.43B AUM 37.24% 1-Year Est. Return

4J Wealth Management's TDG Position: Q2 2026 in Review

4J Wealth Management reduced its TransDigm Group (TDG) stake by 5% in Q2 2026, selling an estimated $22.1K and leaving 339 shares worth $451K. The position accounts for 0.22% of the portfolio, ranked #66.

4J Wealth Management first reported a position in TDG in Q4 2020 and has held it in 23 quarters since. The position peaked at $551K in Q2 2025. 397 funds tracked by Wall St. Rank hold TDG as of Q2 2026.

4J Wealth Management held 339 shares of TransDigm Group worth $451K as of Q2 2026.
4J Wealth Management sold 18 TransDigm Group shares in Q2 2026, an estimated $22.1K.
TransDigm Group made up 0.22% of 4J Wealth Management's portfolio in Q2 2026, its #66 holding.
4J Wealth Management first reported a position in TransDigm Group in Q4 2020 and has held it in 23 quarters since.
4J Wealth Management's TransDigm Group position peaked at $551K in Q2 2025.
397 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2026.

Based on 4J Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.