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Crestwood Advisors Group’s TransDigm Group TDG Stock Holding History

Crestwood Advisors Group’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 		$19.2M Buy
14,451
+12,648
+701% +$15.5M 0.29% 75
2026
Q1 		$2.09M Buy
1,803
+1,604
+806% +$2.1M 0.04% 224
2025
Q4 		$265K Buy
199
+15
+8% +$19.7K ﹤0.01% 559
2025
Q3 		$243K Sell
184
-9
-5% -$12.9K ﹤0.01% 514
2025
Q2 		$294K Sell
193
-6
-3% -$8.43K 0.01% 447
2025
Q1 		$275K Buy
+199
New +$265K 0.01% 442
2015
Q3 		– Sell
-3,337
Closed -$750K – 159
2015
Q2 		$750K Buy
+3,337
New +$748K 0.1% 72

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 $3.37T AUM 44.26% 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

Crestwood Advisors Group's TDG Position: Q2 2026 in Review

Crestwood Advisors Group increased its TransDigm Group (TDG) stake by 701% in Q2 2026, buying an estimated $15.5M and bringing the position to 14,451 shares worth $19.2M. The position accounts for 0.29% of the portfolio, ranked #75.

Crestwood Advisors Group first reported a position in TDG in Q2 2015 and has held it in 7 quarters since. 1,138 funds tracked by Wall St. Rank hold TDG as of Q2 2026.

  • Crestwood Advisors Group held 14,451 shares of TransDigm Group worth $19.2M as of Q2 2026.
  • Crestwood Advisors Group bought 12,648 TransDigm Group shares in Q2 2026, an estimated $15.5M.
  • TransDigm Group made up 0.29% of Crestwood Advisors Group's portfolio in Q2 2026, its #75 holding.
  • Crestwood Advisors Group first reported a position in TransDigm Group in Q2 2015 and has held it in 7 quarters since.
  • 1,138 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.