Cassaday & Co Wealth Management’s TransDigm Group TDG Stock Holding History

Cassaday & Co 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	$266K	Sell	200 -5	-2%	-$6.14K	0.01%	313
2026 Q1	$238K	Sell	205 -3	-1%	-$3.93K	0.01%	314
2025 Q4	$277K	Hold	208	–	–	0.01%	299
2025 Q3	$274K	Hold	208	–	–	0.01%	292
2025 Q2	$316K	Buy	208 +8	+4%	+$11.2K	0.01%	260
2025 Q1	$277K	Sell	200 -2	-1%	-$2.67K	0.01%	273
2024 Q4	$256K	Buy	202 +2	+1%	+$2.63K	0.01%	277
2024 Q3	$285K	Sell	200 -1	-0.5%	-$1.3K	0.01%	250
2024 Q2	$257K	Buy	201 +1	+0.5%	+$1.28K	0.01%	250
2024 Q1	$246K	Buy	+200	New	+$225K	0.01%	255

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

Cassaday & Co Wealth Management's TDG Position: Q2 2026 in Review

Cassaday & Co Wealth Management reduced its TransDigm Group (TDG) stake by 2.4% in Q2 2026, selling an estimated $6.14K and leaving 200 shares worth $266K. The position accounts for 0.01% of the portfolio, ranked #313.

Cassaday & Co Wealth Management first reported a position in TDG in Q1 2024 and has held it in 10 quarters since. The position peaked at $316K in Q2 2025. 1,143 funds tracked by Wall St. Rank hold TDG as of Q2 2026.

Cassaday & Co Wealth Management held 200 shares of TransDigm Group worth $266K as of Q2 2026.
Cassaday & Co Wealth Management sold 5 TransDigm Group shares in Q2 2026, an estimated $6.14K.
TransDigm Group made up 0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #313 holding.
Cassaday & Co Wealth Management first reported a position in TransDigm Group in Q1 2024 and has held it in 10 quarters since.
Cassaday & Co Wealth Management's TransDigm Group position peaked at $316K in Q2 2025.
1,143 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.