Concurrent Investment Advisors’s TransDigm Group TDG Stock Holding History

Concurrent Investment 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	$1.33M	Sell	997 -1,035	-51%	-$1.27M	0.01%	877
2026 Q1	$2.36M	Buy	2,032 +1,221	+151%	+$1.6M	0.03%	562
2025 Q4	$1.08M	Buy	811 +276	+52%	+$362K	0.01%	793
2025 Q3	$705K	Sell	535 -213	-28%	-$304K	0.01%	778
2025 Q2	$1.14M	Buy	748 +101	+16%	+$142K	0.02%	563
2025 Q1	$895K	Sell	647 -106	-14%	-$141K	0.02%	575
2024 Q4	$954K	Buy	753 +42	+6%	+$55.3K	0.03%	500
2024 Q3	$1.01M	Sell	711 -24	-3%	-$31.2K	0.03%	458
2024 Q2	$939K	Buy	735 +112	+18%	+$144K	0.03%	446
2024 Q1	$766K	Sell	623 -32	-5%	-$36K	0.03%	434
2023 Q4	$662K	Buy	+655	New	+$604K	0.03%	422

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

GIM

Generate Investment Management Auckland, New Zealand $2.43B AUM 37.24% 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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Concurrent Investment Advisors's TDG Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its TransDigm Group (TDG) stake by 51% in Q2 2026, selling an estimated $1.27M and leaving 997 shares worth $1.33M. The position accounts for 0.01% of the portfolio, ranked #877.

Concurrent Investment Advisors first reported a position in TDG in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.36M in Q1 2026. 316 funds tracked by Wall St. Rank hold TDG as of Q2 2026.

Concurrent Investment Advisors held 997 shares of TransDigm Group worth $1.33M as of Q2 2026.
Concurrent Investment Advisors sold 1,035 TransDigm Group shares in Q2 2026, an estimated $1.27M.
TransDigm Group made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #877 holding.
Concurrent Investment Advisors first reported a position in TransDigm Group in Q4 2023 and has held it in 11 quarters since.
Concurrent Investment Advisors's TransDigm Group position peaked at $2.36M in Q1 2026.
316 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.