Concord Wealth Partners’s TransDigm Group TDG Stock Holding History

Concord Wealth Partners’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	$5.33K	Buy	+4	New	+$4.91K	﹤0.01%	651
2026 Q1	–	Sell	-4	Closed	-$5.32K	–	719
2025 Q4	$5.32K	Hold	4	–	–	﹤0.01%	616
2025 Q3	$5.27K	Hold	4	–	–	﹤0.01%	614
2025 Q2	$6.08K	Hold	4	–	–	﹤0.01%	606
2025 Q1	$5.53K	Hold	4	–	–	﹤0.01%	571
2024 Q4	$5.07K	Hold	4	–	–	﹤0.01%	599
2024 Q3	$5.71K	Buy	+4	New	+$5.2K	﹤0.01%	616

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

Concord Wealth Partners's TDG Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in TransDigm Group (TDG) in Q2 2026: 4 shares worth $5.33K. The stake represents ﹤0.01% of the portfolio and ranks #651 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in TDG as recently as Q4 2025.

Concord Wealth Partners first reported a position in TDG in Q3 2024 and has held it in 7 quarters since. The position peaked at $6.08K in Q2 2025. 1,143 funds tracked by Wall St. Rank hold TDG as of Q2 2026.

Concord Wealth Partners held 4 shares of TransDigm Group worth $5.33K as of Q2 2026.
TransDigm Group was a new Concord Wealth Partners position in Q2 2026.
TransDigm Group made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #651 holding.
Concord Wealth Partners first reported a position in TransDigm Group in Q3 2024 and has held it in 7 quarters since.
Concord Wealth Partners's TransDigm Group position peaked at $6.08K in Q2 2025.
1,143 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.