Aprio Wealth Management’s TransDigm Group TDG Stock Holding History

Aprio 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	$376K	Sell	282 -30	-10%	-$36.8K	0.02%	454
2026 Q1	$362K	Sell	312 -9	-3%	-$11.8K	0.02%	443
2025 Q4	$447K	Buy	321 +115	+56%	+$151K	0.03%	341
2025 Q3	$271K	Buy	206 +15	+8%	+$21.4K	0.03%	351
2025 Q2	$290K	Buy	191 +2	+1%	+$2.81K	0.03%	297
2025 Q1	$261K	Buy	189 +1	+0.5%	+$1.33K	0.03%	297
2024 Q4	$238K	Hold	188	–	–	0.03%	263
2024 Q3	$268K	Hold	188	–	–	0.04%	217
2024 Q2	$240K	Hold	188	–	–	0.04%	209
2024 Q1	$232K	Buy	+188	New	+$212K	0.05%	194

Other funds holding TDG

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Aprio Wealth Management reduced its TransDigm Group (TDG) stake by 9.6% in Q2 2026, selling an estimated $36.8K and leaving 282 shares worth $376K. The position accounts for 0.02% of the portfolio, ranked #454.

Aprio Wealth Management first reported a position in TDG in Q1 2024 and has held it in 10 quarters since. The position peaked at $447K in Q4 2025. 1,144 funds tracked by Wall St. Rank hold TDG as of Q2 2026.

Aprio Wealth Management held 282 shares of TransDigm Group worth $376K as of Q2 2026.
Aprio Wealth Management sold 30 TransDigm Group shares in Q2 2026, an estimated $36.8K.
TransDigm Group made up 0.02% of Aprio Wealth Management's portfolio in Q2 2026, its #454 holding.
Aprio Wealth Management first reported a position in TransDigm Group in Q1 2024 and has held it in 10 quarters since.
Aprio Wealth Management's TransDigm Group position peaked at $447K in Q4 2025.
1,144 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.