Arkadios Wealth Advisors’s TransDigm Group TDG Stock Holding History

Arkadios Wealth Advisors’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	$435K	Sell	327 -26	-7%	-$31.9K	0.01%	1200
2026 Q1	$409K	Buy	353 +76	+27%	+$99.6K	0.01%	1208
2025 Q4	$368K	Sell	277 -18	-6%	-$23.6K	0.01%	1151
2025 Q3	$389K	Buy	295 +100	+51%	+$143K	0.01%	1058
2025 Q2	$296K	Buy	195 +48	+33%	+$67.4K	0.01%	1065
2025 Q1	$203K	Buy	+147	New	+$196K	0.01%	1040
2021 Q4	–	Sell	-4	Closed	-$2K	–	1649
2021 Q3	$2K	Sell	4 -5	-56%	-$3.12K	﹤0.01%	1771
2021 Q2	$5K	Hold	9	–	–	﹤0.01%	1741
2021 Q1	$5K	Buy	+9	New	+$5.3K	﹤0.01%	1382
2020 Q3	–	Sell	-10	Closed	-$4.23K	–	1070
2020 Q2	$4.23K	Buy	10 +9	+900%	+$3.41K	﹤0.01%	801
2020 Q1	$320	Buy	+1	New	+$545	﹤0.01%	1041

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

Arkadios Wealth Advisors's TDG Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its TransDigm Group (TDG) stake by 7.4% in Q2 2026, selling an estimated $31.9K and leaving 327 shares worth $435K. The position accounts for 0.01% of the portfolio, ranked #1200.

Arkadios Wealth Advisors first reported a position in TDG in Q1 2020 and has held it in 11 quarters since. 1,143 funds tracked by Wall St. Rank hold TDG as of Q2 2026.

Arkadios Wealth Advisors held 327 shares of TransDigm Group worth $435K as of Q2 2026.
Arkadios Wealth Advisors sold 26 TransDigm Group shares in Q2 2026, an estimated $31.9K.
TransDigm Group made up 0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1200 holding.
Arkadios Wealth Advisors first reported a position in TransDigm Group in Q1 2020 and has held it in 11 quarters since.
1,143 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.