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Avantra Family Wealth’s TransDigm Group TDG Stock Holding History

Avantra Family Wealth’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 		$288K Sell
216
-23
-10% -$28.2K 0.18% 149
2026
Q1 		$277K Buy
239
+20
+9% +$26.2K 0.21% 138
2025
Q4 		$291K Buy
219
+3
+1% +$3.93K 0.21% 125
2025
Q3 		$285K Sell
216
-28
-11% -$40K 0.21% 129
2025
Q2 		$371K Buy
244
+32
+15% +$44.9K 0.31% 93
2025
Q1 		$293K Buy
212
+2
+1% +$2.67K 0.28% 116
2024
Q4 		$266K Buy
+210
New +$277K 0.25% 125

Other funds holding TDG

Sumitomo Mitsui Trust Group
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
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.15B AUM 31.09% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
MF
Milford Funds Auckland $6.14B AUM
IGAM
iA Global Asset Management Quebec, Quebec, Canada $8.42B AUM 47.61% 1-Year Est. Return

Avantra Family Wealth's TDG Position: Q2 2026 in Review

Avantra Family Wealth reduced its TransDigm Group (TDG) stake by 9.6% in Q2 2026, selling an estimated $28.2K and leaving 216 shares worth $288K. The position accounts for 0.18% of the portfolio, ranked #149.

Avantra Family Wealth first reported a position in TDG in Q4 2024 and has held it in 7 quarters since. The position peaked at $371K in Q2 2025. 440 funds tracked by Wall St. Rank hold TDG as of Q2 2026.

  • Avantra Family Wealth held 216 shares of TransDigm Group worth $288K as of Q2 2026.
  • Avantra Family Wealth sold 23 TransDigm Group shares in Q2 2026, an estimated $28.2K.
  • TransDigm Group made up 0.18% of Avantra Family Wealth's portfolio in Q2 2026, its #149 holding.
  • Avantra Family Wealth first reported a position in TransDigm Group in Q4 2024 and has held it in 7 quarters since.
  • Avantra Family Wealth's TransDigm Group position peaked at $371K in Q2 2025.
  • 440 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2026.

Based on Avantra Family Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.