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Cura Wealth Advisors’s TransDigm Group TDG Stock Holding History

Cura Wealth 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 		$218K Buy
+164
New +$201K 0.09% 123
2026
Q1 		– Sell
-411
Closed -$547K – 149
2025
Q4 		$547K Buy
411
+178
+76% +$233K 0.21% 62
2025
Q3 		$307K Hold
233
– – 0.12% 77
2025
Q2 		$354K Sell
233
-10
-4% -$14K 0.14% 69
2025
Q1 		$336K Buy
+243
New +$324K 0.14% 68

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

Cura Wealth Advisors's TDG Position: Q2 2026 in Review

Cura Wealth Advisors opened a new position in TransDigm Group (TDG) in Q2 2026: 164 shares worth $218K. The stake represents 0.09% of the portfolio and ranks #123 among its holdings. This is a return to the name: Cura Wealth Advisors previously reported a position in TDG as recently as Q4 2025.

Cura Wealth Advisors first reported a position in TDG in Q1 2025 and has held it in 5 quarters since. The position peaked at $547K in Q4 2025. 1,140 funds tracked by Wall St. Rank hold TDG as of Q2 2026.

  • Cura Wealth Advisors held 164 shares of TransDigm Group worth $218K as of Q2 2026.
  • TransDigm Group was a new Cura Wealth Advisors position in Q2 2026.
  • TransDigm Group made up 0.09% of Cura Wealth Advisors's portfolio in Q2 2026, its #123 holding.
  • Cura Wealth Advisors first reported a position in TransDigm Group in Q1 2025 and has held it in 5 quarters since.
  • Cura Wealth Advisors's TransDigm Group position peaked at $547K in Q4 2025.
  • 1,140 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2026.

Based on Cura Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.