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Bogart Wealth LLC’s TransDigm Group TDG Stock Holding History

Bogart Wealth LLC’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 		$26.6K Buy
20
+7
+54% +$8.6K ﹤0.01% 706
2026
Q1 		$15.1K Buy
13
+1
+8% +$1.31K ﹤0.01% 794
2025
Q4 		$16K Hold
12
– – ﹤0.01% 733
2025
Q3 		$15.8K Hold
12
– – ﹤0.01% 727
2025
Q2 		$18.2K Buy
12
+1
+9% +$1.41K ﹤0.01% 652
2025
Q1 		$15.2K Sell
11
-2
-15% -$2.67K ﹤0.01% 651
2024
Q4 		$16.5K Buy
13
+5
+63% +$6.59K ﹤0.01% 625
2024
Q3 		$11.4K Hold
8
– – ﹤0.01% 669
2024
Q2 		$10.2K Hold
8
– – ﹤0.01% 670
2024
Q1 		$9.85K Hold
8
– – ﹤0.01% 655
2023
Q4 		$8.09K Hold
8
– – ﹤0.01% 664
2023
Q3 		$6.75K Hold
8
– – ﹤0.01% 664
2023
Q2 		$7.15K Hold
8
– – ﹤0.01% 638
2023
Q1 		$5.9K Buy
+8
New +$5.71K ﹤0.01% 679

Other funds holding TDG

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bogart Wealth LLC's TDG Position: Q2 2026 in Review

Bogart Wealth LLC increased its TransDigm Group (TDG) stake by 54% in Q2 2026, buying an estimated $8.6K and bringing the position to 20 shares worth $26.6K. The position accounts for ﹤0.01% of the portfolio, ranked #706.

Bogart Wealth LLC first reported a position in TDG in Q1 2023 and has held it in 14 quarters since. 1,144 funds tracked by Wall St. Rank hold TDG as of Q2 2026.

  • Bogart Wealth LLC held 20 shares of TransDigm Group worth $26.6K as of Q2 2026.
  • Bogart Wealth LLC bought 7 TransDigm Group shares in Q2 2026, an estimated $8.6K.
  • TransDigm Group made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #706 holding.
  • Bogart Wealth LLC first reported a position in TransDigm Group in Q1 2023 and has held it in 14 quarters since.
  • 1,144 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.