BRWA
TDG icon

B. Riley Wealth Advisors’s TransDigm Group TDG Stock Holding History

B. Riley 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 		$641K Sell
485
-7
-1% -$8.6K 0.03% 411
2026
Q1 		$557K Sell
492
-58
-11% -$76K 0.04% 419
2025
Q4 		$731K Buy
550
+62
+13% +$81.3K 0.03% 409
2025
Q3 		$643K Sell
488
-59
-11% -$84.3K 0.03% 456
2025
Q2 		$831K Buy
+547
New +$768K 0.04% 394
2024
Q4 		$713K Sell
563
-193
-26% -$254K 0.02% 562
2024
Q3 		$1.08M Sell
756
-5
-0.7% -$6.5K 0.03% 479
2024
Q2 		$973K Sell
761
-2
-0.3% -$2.56K 0.02% 549
2024
Q1 		$643K Buy
763
+9
+1% +$10.1K 0.02% 676
2023
Q4 		$763K Sell
754
-9
-1% -$8.3K 0.02% 620
2023
Q3 		$643K Buy
763
+9
+1% +$7.9K 0.02% 676
2023
Q2 		$674K Buy
754
+101
+15% +$79.9K 0.02% 728
2023
Q1 		$481K Buy
653
+60
+10% +$42.9K 0.01% 822
2022
Q4 		$373K Buy
593
+23
+4% +$13.6K 0.01% 927
2022
Q3 		$299K Buy
570
+7
+1% +$4.18K 0.01% 1001
2022
Q2 		$302K Sell
563
-36
-6% -$21.2K 0.01% 880
2022
Q1 		$391K Buy
599
+60
+11% +$38.5K 0.01% 891
2021
Q4 		$343K Sell
539
-18
-3% -$11.3K 0.01% 1001
2021
Q3 		$349K Sell
557
-68
-11% -$42.5K 0.01% 961
2021
Q2 		$403K Sell
625
-122
-16% -$76.5K 0.01% 878
2021
Q1 		$441K Buy
747
+200
+37% +$118K 0.02% 794
2020
Q4 		$339K Buy
547
+15
+3% +$8.25K 0.02% 692
2020
Q3 		$251K Buy
532
+3
+0.6% +$1.41K 0.01% 773
2020
Q2 		$235K Buy
+529
New +$200K 0.02% 714
2020
Q1 		– Sell
-480
Closed -$269K – 894
2019
Q4 		$269K Sell
480
-18
-4% -$9.85K 0.02% 642
2019
Q3 		$259K Buy
498
+22
+5% +$11.3K 0.03% 639
2019
Q2 		$231K Buy
476
+5
+1% +$2.34K 0.03% 665
2019
Q1 		$214K Buy
+471
New +$191K 0.03% 634
2017
Q1 		– Sell
-1,627
Closed -$405K – 563
2016
Q4 		$405K Buy
1,627
+5
+0.3% +$1.31K 0.08% 272
2016
Q3 		$469K Buy
1,622
+36
+2% +$10.1K 0.09% 279
2016
Q2 		$419K Sell
1,586
-152
-9% -$37.1K 0.08% 295
2016
Q1 		$383K Sell
1,738
-22
-1% -$4.8K 0.09% 286
2015
Q4 		$403K Sell
1,760
-17
-1% -$3.83K 0.08% 292
2015
Q3 		$378K Buy
1,777
+3
+0.2% +$687 0.09% 286
2015
Q2 		$400K Buy
1,774
+32
+2% +$7.17K 0.1% 259
2015
Q1 		$381K Sell
1,742
-100
-5% -$21.1K 0.09% 292
2014
Q4 		$362 Buy
1,842
+36
+2% +$6.79K 0.01% 1032
2014
Q3 		$333K Sell
1,806
-1,669
-48% -$298K 0.09% 320
2014
Q2 		$282K Buy
3,475
+1,696
+95% +$306K 0.07% 334
2014
Q1 		$329K Buy
+1,779
New +$311K 0.1% 243

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
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 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

B. Riley Wealth Advisors's TDG Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its TransDigm Group (TDG) stake by 1.4% in Q2 2026, selling an estimated $8.6K and leaving 485 shares worth $641K. The position accounts for 0.03% of the portfolio, ranked #411.

B. Riley Wealth Advisors first reported a position in TDG in Q1 2014 and has held it in 40 quarters since. The position peaked at $1.08M in Q3 2024. 182 funds tracked by Wall St. Rank hold TDG as of Q2 2026.

  • B. Riley Wealth Advisors held 485 shares of TransDigm Group worth $641K as of Q2 2026.
  • B. Riley Wealth Advisors sold 7 TransDigm Group shares in Q2 2026, an estimated $8.6K.
  • TransDigm Group made up 0.03% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #411 holding.
  • B. Riley Wealth Advisors first reported a position in TransDigm Group in Q1 2014 and has held it in 40 quarters since.
  • B. Riley Wealth Advisors's TransDigm Group position peaked at $1.08M in Q3 2024.
  • 182 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.