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Cyndeo Wealth Partners’s TransDigm Group TDG Stock Holding History

Cyndeo 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 		$3.12M Buy
2,344
+40
+2% +$49.1K 0.15% 152
2026
Q1 		$2.67M Buy
2,304
+169
+8% +$222K 0.14% 149
2025
Q4 		$2.84M Buy
2,135
+39
+2% +$51.1K 0.15% 135
2025
Q3 		$2.76M Sell
2,096
-27
-1% -$38.6K 0.15% 142
2025
Q2 		$3.23M Buy
2,123
+124
+6% +$174K 0.19% 129
2025
Q1 		$2.77M Sell
1,999
-261
-12% -$348K 0.18% 135
2024
Q4 		$2.86M Buy
2,260
+161
+8% +$212K 0.19% 131
2024
Q3 		$3M Buy
2,099
+719
+52% +$935K 0.21% 127
2024
Q2 		$1.76M Buy
+1,380
New +$1.77M 0.14% 169

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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
RDWM
Red Door Wealth Management Memphis, Tennessee $1.1B AUM 31.77% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM

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

Cyndeo Wealth Partners increased its TransDigm Group (TDG) stake by 1.7% in Q2 2026, buying an estimated $49.1K and bringing the position to 2,344 shares worth $3.12M. The position accounts for 0.15% of the portfolio, ranked #152.

Cyndeo Wealth Partners first reported a position in TDG in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.23M in Q2 2025. 203 funds tracked by Wall St. Rank hold TDG as of Q2 2026.

  • Cyndeo Wealth Partners held 2,344 shares of TransDigm Group worth $3.12M as of Q2 2026.
  • Cyndeo Wealth Partners bought 40 TransDigm Group shares in Q2 2026, an estimated $49.1K.
  • TransDigm Group made up 0.15% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #152 holding.
  • Cyndeo Wealth Partners first reported a position in TransDigm Group in Q2 2024 and has held it in 9 quarters since.
  • Cyndeo Wealth Partners's TransDigm Group position peaked at $3.23M in Q2 2025.
  • 203 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.