Axxcess Wealth Management’s TransDigm Group TDG Stock Holding History

Axxcess 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	$237K	Buy	+178	New	+$219K	﹤0.01%	944
2026 Q1	–	Sell	-194	Closed	-$258K	–	935
2025 Q4	$258K	Sell	194 -62	-24%	-$81.3K	﹤0.01%	897
2025 Q3	$337K	Sell	256 -222	-46%	-$317K	0.01%	722
2025 Q2	$727K	Buy	478 +12	+3%	+$16.9K	0.02%	504
2025 Q1	$645K	Sell	466 -3	-0.6%	-$4K	0.02%	491
2024 Q4	$594K	Buy	469 +226	+93%	+$298K	0.01%	505
2024 Q3	$347K	Sell	243 -23	-9%	-$29.9K	0.01%	645
2024 Q2	$340K	Sell	266 -25	-9%	-$32.1K	0.01%	616
2024 Q1	$358K	Sell	291 -26	-8%	-$29.3K	0.01%	625
2023 Q4	$321K	Sell	317 -19	-6%	-$17.5K	0.01%	626
2023 Q3	$283K	Buy	336 +1	+0.3%	+$877	0.01%	615
2023 Q2	$300K	Sell	335 -14	-4%	-$11.1K	0.02%	449
2023 Q1	$257K	Sell	349 -16	-4%	-$11.4K	0.02%	522
2022 Q4	$230K	Buy	+365	New	+$215K	0.02%	517

Other funds holding TDG

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

VAM

Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

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

Axxcess Wealth Management opened a new position in TransDigm Group (TDG) in Q2 2026: 178 shares worth $237K. The stake represents ﹤0.01% of the portfolio and ranks #944 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in TDG as recently as Q4 2025.

Axxcess Wealth Management first reported a position in TDG in Q4 2022 and has held it in 14 quarters since. The position peaked at $727K in Q2 2025. 569 funds tracked by Wall St. Rank hold TDG as of Q2 2026.

Axxcess Wealth Management held 178 shares of TransDigm Group worth $237K as of Q2 2026.
TransDigm Group was a new Axxcess Wealth Management position in Q2 2026.
TransDigm Group made up ﹤0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #944 holding.
Axxcess Wealth Management first reported a position in TransDigm Group in Q4 2022 and has held it in 14 quarters since.
Axxcess Wealth Management's TransDigm Group position peaked at $727K in Q2 2025.
569 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.