AWM
TDG icon

AE Wealth Management’s TransDigm Group TDG Stock Holding History

AE 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 		$332K Sell
249
-3
-1% -$3.68K ﹤0.01% 1434
2026
Q1 		$292K Sell
252
-91
-27% -$119K ﹤0.01% 1394
2025
Q4 		$456K Buy
343
+123
+56% +$161K ﹤0.01% 1100
2025
Q3 		$290K Buy
220
+66
+43% +$94.3K ﹤0.01% 1195
2025
Q2 		$234K Buy
+154
New +$216K ﹤0.01% 1234
2024
Q1 		– Sell
-5,871
Closed -$6.36M – 1899
2023
Q4 		$6.36M Buy
5,871
+5,556
+1,764% +$5.13M 0.03% 524
2023
Q3 		$266K Buy
315
+35
+13% +$30.7K ﹤0.01% 1664
2023
Q2 		$250K Sell
280
-38
-12% -$30.1K ﹤0.01% 1672
2023
Q1 		$234K Buy
+318
New +$227K ﹤0.01% 1666
2021
Q2 		– Sell
-517
Closed -$304K – 1675
2021
Q1 		$304K Buy
517
+178
+53% +$105K ﹤0.01% 1245
2020
Q4 		$210K Buy
+339
New +$186K ﹤0.01% 1271
2020
Q3 		– Sell
-566
Closed -$250K – 1374
2020
Q2 		$250K Buy
+566
New +$214K ﹤0.01% 1093
2020
Q1 		– Sell
-464
Closed -$260K – 1274
2019
Q4 		$260K Buy
+464
New +$254K 0.01% 961

Other funds holding TDG

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AE Wealth Management's TDG Position: Q2 2026 in Review

AE Wealth Management reduced its TransDigm Group (TDG) stake by 1.2% in Q2 2026, selling an estimated $3.68K and leaving 249 shares worth $332K. The position accounts for ﹤0.01% of the portfolio, ranked #1434.

AE Wealth Management first reported a position in TDG in Q4 2019 and has held it in 13 quarters since. The position peaked at $6.36M in Q4 2023. 1,144 funds tracked by Wall St. Rank hold TDG as of Q2 2026.

  • AE Wealth Management held 249 shares of TransDigm Group worth $332K as of Q2 2026.
  • AE Wealth Management sold 3 TransDigm Group shares in Q2 2026, an estimated $3.68K.
  • TransDigm Group made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1434 holding.
  • AE Wealth Management first reported a position in TransDigm Group in Q4 2019 and has held it in 13 quarters since.
  • AE Wealth Management's TransDigm Group position peaked at $6.36M in Q4 2023.
  • 1,144 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.