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Carolina Wealth Advisors’s TransDigm Group TDG Stock Holding History

Carolina 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 		$10.7K Hold
8
– – ﹤0.01% 190
2026
Q1 		$9.27K Hold
8
– – ﹤0.01% 184
2025
Q4 		$10.6K Hold
8
– – ﹤0.01% 175
2025
Q3 		$10.5K Hold
8
– – ﹤0.01% 166
2025
Q2 		$12.2K Hold
8
– – 0.01% 140
2025
Q1 		$11.1K Hold
8
– – 0.01% 135
2024
Q4 		$10.1K Hold
8
– – 0.01% 147
2024
Q3 		$11.4K Buy
+8
New +$10.4K 0.01% 164

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

Carolina Wealth Advisors's TDG Position: Q2 2026 in Review

Carolina Wealth Advisors held its TransDigm Group (TDG) position steady in Q2 2026 at 8 shares worth $10.7K. The position accounts for ﹤0.01% of the portfolio, ranked #190.

Carolina Wealth Advisors first reported a position in TDG in Q3 2024 and has held it in 8 quarters since. The position peaked at $12.2K in Q2 2025. 154 funds tracked by Wall St. Rank hold TDG as of Q2 2026.

  • Carolina Wealth Advisors held 8 shares of TransDigm Group worth $10.7K as of Q2 2026.
  • Carolina Wealth Advisors left its TransDigm Group share count unchanged in Q2 2026.
  • TransDigm Group made up ﹤0.01% of Carolina Wealth Advisors's portfolio in Q2 2026, its #190 holding.
  • Carolina Wealth Advisors first reported a position in TransDigm Group in Q3 2024 and has held it in 8 quarters since.
  • Carolina Wealth Advisors's TransDigm Group position peaked at $12.2K in Q2 2025.
  • 154 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2026.

Based on Carolina Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.