Bay Harbor Wealth Management’s TransDigm Group TDG Stock Holding History

Bay Harbor 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	$12K	Buy	9 +6	+200%	+$7.37K	﹤0.01%	258
2026 Q1	$3.48K	Sell	3 -3	-50%	-$3.93K	﹤0.01%	422
2025 Q4	$7.98K	Buy	6 +3	+100%	+$3.93K	﹤0.01%	205
2025 Q3	$3.95K	Buy	3 +1	+50%	+$1.43K	﹤0.01%	235
2025 Q2	$3.04K	Buy	2 +1	+100%	+$1.41K	﹤0.01%	238
2025 Q1	$1.38K	Buy	+1	New	+$1.33K	﹤0.01%	247
2020 Q4	–	Sell	-15	Closed	-$7K	–	461
2020 Q3	$7K	Buy	+15	New	+$7.05K	﹤0.01%	244
2020 Q1	–	Sell	-13	Closed	-$7K	–	409
2019 Q4	$7K	Hold	13	–	–	﹤0.01%	243
2019 Q3	$7K	Hold	13	–	–	﹤0.01%	252
2019 Q2	$6K	Hold	13	–	–	﹤0.01%	263
2019 Q1	$6K	Hold	13	–	–	﹤0.01%	293
2018 Q4	$5K	Buy	+13	New	+$4.46K	﹤0.01%	290

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

Bay Harbor Wealth Management's TDG Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its TransDigm Group (TDG) stake by 200% in Q2 2026, buying an estimated $7.37K and bringing the position to 9 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #258.

Bay Harbor Wealth Management first reported a position in TDG in Q4 2018 and has held it in 12 quarters since. 1,140 funds tracked by Wall St. Rank hold TDG as of Q2 2026.

Bay Harbor Wealth Management held 9 shares of TransDigm Group worth $12K as of Q2 2026.
Bay Harbor Wealth Management bought 6 TransDigm Group shares in Q2 2026, an estimated $7.37K.
TransDigm Group made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #258 holding.
Bay Harbor Wealth Management first reported a position in TransDigm Group in Q4 2018 and has held it in 12 quarters since.
1,140 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2026.

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