Benjamin Edwards Inc’s TransDigm Group TDG Stock Holding History

Benjamin Edwards Inc’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	$1.09M	Sell	819 -215	-21%	-$264K	0.01%	771
2026 Q1	$1.2M	Hold	1,034	–	–	0.01%	689
2025 Q4	$1.37M	Sell	1,034 -28	-3%	-$36.7K	0.02%	608
2025 Q3	$1.4M	Buy	1,062 +108	+11%	+$154K	0.02%	587
2025 Q2	$1.45M	Buy	954 +65	+7%	+$91.3K	0.02%	519
2025 Q1	$1.23M	Sell	889 -181	-17%	-$241K	0.02%	525
2024 Q4	$1.36M	Sell	1,070 -16	-1%	-$21.1K	0.02%	524
2024 Q3	$1.55M	Buy	+1,086	New	+$1.41M	0.02%	483

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

Benjamin Edwards Inc's TDG Position: Q2 2026 in Review

Benjamin Edwards Inc reduced its TransDigm Group (TDG) stake by 21% in Q2 2026, selling an estimated $264K and leaving 819 shares worth $1.09M. The position accounts for 0.01% of the portfolio, ranked #771.

Benjamin Edwards Inc first reported a position in TDG in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.55M in Q3 2024. 1,140 funds tracked by Wall St. Rank hold TDG as of Q2 2026.

Benjamin Edwards Inc held 819 shares of TransDigm Group worth $1.09M as of Q2 2026.
Benjamin Edwards Inc sold 215 TransDigm Group shares in Q2 2026, an estimated $264K.
TransDigm Group made up 0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #771 holding.
Benjamin Edwards Inc first reported a position in TransDigm Group in Q3 2024 and has held it in 8 quarters since.
Benjamin Edwards Inc's TransDigm Group position peaked at $1.55M in Q3 2024.
1,140 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.