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Alliance Wealth Advisors (Pennsylvania)’s TransDigm Group TDG Stock Holding History

Alliance Wealth Advisors (Pennsylvania)’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 		$2.55M Sell
1,915
-47
-2% -$57.7K 0.83% 19
2026
Q1 		$2.27M Buy
1,962
+21
+1% +$27.5K 1% 17
2025
Q4 		$2.58M Sell
1,941
-7
-0.4% -$9.18K 1.12% 16
2025
Q3 		$2.57M Sell
1,948
-11
-0.6% -$15.7K 1.15% 15
2025
Q2 		$2.98M Sell
1,959
-74
-4% -$104K 1.52% 12
2025
Q1 		$2.81M Sell
2,033
-215
-10% -$287K 1.6% 12
2024
Q4 		$2.85M Sell
2,248
-16
-0.7% -$21.1K 1.59% 13
2024
Q3 		$3.23M Sell
2,264
-42
-2% -$54.6K 1.85% 11
2024
Q2 		$2.95M Sell
2,306
-66
-3% -$84.6K 1.85% 10
2024
Q1 		$2.92M Sell
2,372
-224
-9% -$252K 1.84% 12
2023
Q4 		$2.63M Sell
2,596
-20
-0.8% -$18.5K 1.74% 10
2023
Q3 		$2.21M Sell
2,616
-130
-5% -$114K 1.6% 13
2023
Q2 		$2.46M Sell
2,746
-26
-0.9% -$20.6K 1.75% 12
2023
Q1 		$2.04M Sell
2,772
-454
-14% -$324K 1.53% 14
2022
Q4 		$2.03M Sell
3,226
-1
-0% -$589 1.69% 15
2022
Q3 		$1.69M Sell
3,227
-6
-0.2% -$3.58K 1.58% 17
2022
Q2 		$1.74M Sell
3,233
-98
-3% -$57.8K 1.5% 17
2022
Q1 		$2.17M Sell
3,331
-512
-13% -$329K 1.8% 15
2021
Q4 		$2.44M Sell
3,843
-41
-1% -$25.7K 1.99% 12
2021
Q3 		$2.43M Sell
3,884
-46
-1% -$28.7K 2.15% 12
2021
Q2 		$2.54M Buy
3,930
+82
+2% +$51.4K 2.29% 10
2021
Q1 		$2.26M Sell
3,848
-181
-4% -$107K 2.23% 12
2020
Q4 		$2.49M Buy
+4,029
New +$2.22M 2.62% 9

Other funds holding TDG

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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BFS
Baskin Financial Services Toronto, Ontario, Canada $1.27B AUM 9.68% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
RDWM
Red Door Wealth Management Memphis, Tennessee $1.1B AUM 31.77% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
LAI
Legal Advantage Investments Los Altos Hills, California $285M AUM 18.63% 1-Year Est. Return

Alliance Wealth Advisors (Pennsylvania)'s TDG Position: Q2 2026 in Review

Alliance Wealth Advisors (Pennsylvania) reduced its TransDigm Group (TDG) stake by 2.4% in Q2 2026, selling an estimated $57.7K and leaving 1,915 shares worth $2.55M. The position accounts for 0.83% of the portfolio, ranked #19.

Alliance Wealth Advisors (Pennsylvania) first reported a position in TDG in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.23M in Q3 2024. 144 funds tracked by Wall St. Rank hold TDG as of Q2 2026.

  • Alliance Wealth Advisors (Pennsylvania) held 1,915 shares of TransDigm Group worth $2.55M as of Q2 2026.
  • Alliance Wealth Advisors (Pennsylvania) sold 47 TransDigm Group shares in Q2 2026, an estimated $57.7K.
  • TransDigm Group made up 0.83% of Alliance Wealth Advisors (Pennsylvania)'s portfolio in Q2 2026, its #19 holding.
  • Alliance Wealth Advisors (Pennsylvania) first reported a position in TransDigm Group in Q4 2020 and has held it in 23 quarters since.
  • Alliance Wealth Advisors (Pennsylvania)'s TransDigm Group position peaked at $3.23M in Q3 2024.
  • 144 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2026.

Based on Alliance Wealth Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 9 Jul 2026.