Crewe Advisors’s TransDigm Group TDG Stock Holding History

Crewe 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	$18.6K	Buy	14 +5	+56%	+$6.14K	﹤0.01%	633
2026 Q1	$10.4K	Hold	9	–	–	﹤0.01%	634
2025 Q4	$12K	Hold	9	–	–	﹤0.01%	589
2025 Q3	$11.9K	Buy	+9	New	+$12.9K	﹤0.01%	594
2024 Q4	–	Sell	-38	Closed	-$54.2K	–	790
2024 Q3	$54.2K	Buy	38 +1	+3%	+$1.3K	0.01%	292
2024 Q2	$47.3K	Hold	37	–	–	0.01%	380
2024 Q1	$45.6K	Buy	+37	New	+$41.7K	0.01%	371
2023 Q1	–	Sell	-8	Closed	-$5.04K	–	1020
2022 Q4	$5.04K	Sell	8 -33	-80%	-$19.4K	﹤0.01%	672
2022 Q3	$22K	Buy	41 +16	+64%	+$9.55K	﹤0.01%	446
2022 Q2	$13K	Buy	+25	New	+$14.8K	﹤0.01%	541
2020 Q4	–	Sell	-3	Closed	-$1K	–	633
2020 Q3	$1K	Buy	+3	New	+$1.41K	﹤0.01%	609

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

Crewe Advisors's TDG Position: Q2 2026 in Review

Crewe Advisors increased its TransDigm Group (TDG) stake by 56% in Q2 2026, buying an estimated $6.14K and bringing the position to 14 shares worth $18.6K. The position accounts for ﹤0.01% of the portfolio, ranked #633.

Crewe Advisors first reported a position in TDG in Q3 2020 and has held it in 11 quarters since. The position peaked at $54.2K in Q3 2024. 1,140 funds tracked by Wall St. Rank hold TDG as of Q2 2026.

Crewe Advisors held 14 shares of TransDigm Group worth $18.6K as of Q2 2026.
Crewe Advisors bought 5 TransDigm Group shares in Q2 2026, an estimated $6.14K.
TransDigm Group made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #633 holding.
Crewe Advisors first reported a position in TransDigm Group in Q3 2020 and has held it in 11 quarters since.
Crewe Advisors's TransDigm Group position peaked at $54.2K in Q3 2024.
1,140 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.