Daymark Wealth Partners
TDG icon

Daymark Wealth Partners’s TransDigm Group TDG Stock Holding History

Daymark 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
Q3 		$269K Buy
249
+45
+22% +$54.1K 0.01% 723
2026
Q2 		$271K Buy
204
+4
+2% +$4.91K 0.01% 664
2026
Q1 		$232K Buy
200
+1
+0.5% +$1.31K 0.01% 668
2025
Q4 		$264K Buy
199
+5
+3% +$6.55K 0.01% 517
2025
Q3 		$255K Sell
194
-11
-5% -$15.7K 0.01% 530
2025
Q2 		$312K Buy
205
+5
+3% +$7.02K 0.01% 438
2025
Q1 		$277K Hold
200
– – 0.01% 429
2024
Q4 		$254K Buy
200
+13
+7% +$17.1K 0.01% 437
2024
Q3 		$267K Sell
187
-52
-22% -$67.6K 0.01% 450
2024
Q2 		$305K Buy
239
+13
+6% +$16.7K 0.01% 396
2024
Q1 		$278K Hold
226
– – 0.02% 357
2023
Q4 		$229K Buy
+226
New +$208K 0.01% 366
2023
Q3 		– Sell
-226
Closed -$202K – 403
2023
Q2 		$202K Buy
+226
New +$179K 0.02% 361

Other funds holding TDG

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Vulcan Value Partners
Vulcan Value Partners Birmingham, Alabama $3.13B AUM 1.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.6B AUM 22.09% 1-Year Est. Return

Daymark Wealth Partners's TDG Position: Q3 2026 in Review

Daymark Wealth Partners increased its TransDigm Group (TDG) stake by 22% in Q3 2026, buying an estimated $54.1K and bringing the position to 249 shares worth $269K. The position accounts for 0.01% of the portfolio, ranked #723.

Daymark Wealth Partners first reported a position in TDG in Q2 2023 and has held it in 13 quarters since. The position peaked at $312K in Q2 2025. 663 funds tracked by Wall St. Rank hold TDG as of Q3 2026.

  • Daymark Wealth Partners held 249 shares of TransDigm Group worth $269K as of Q3 2026.
  • Daymark Wealth Partners bought 45 TransDigm Group shares in Q3 2026, an estimated $54.1K.
  • TransDigm Group made up 0.01% of Daymark Wealth Partners's portfolio in Q3 2026, its #723 holding.
  • Daymark Wealth Partners first reported a position in TransDigm Group in Q2 2023 and has held it in 13 quarters since.
  • Daymark Wealth Partners's TransDigm Group position peaked at $312K in Q2 2025.
  • 663 funds tracked by Wall St. Rank held TransDigm Group as of Q3 2026.

Based on Daymark Wealth Partners's 13F filing for Q3 2026, filed 4 Nov 2026.