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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
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

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

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

Daymark Wealth Partners increased its TransDigm Group (TDG) stake by 2% in Q2 2026, buying an estimated $4.91K and bringing the position to 204 shares worth $271K. The position accounts for 0.01% of the portfolio, ranked #664.

Daymark Wealth Partners first reported a position in TDG in Q2 2023 and has held it in 12 quarters since. The position peaked at $312K in Q2 2025. 1,143 funds tracked by Wall St. Rank hold TDG as of Q2 2026.

  • Daymark Wealth Partners held 204 shares of TransDigm Group worth $271K as of Q2 2026.
  • Daymark Wealth Partners bought 4 TransDigm Group shares in Q2 2026, an estimated $4.91K.
  • TransDigm Group made up 0.01% of Daymark Wealth Partners's portfolio in Q2 2026, its #664 holding.
  • Daymark Wealth Partners first reported a position in TransDigm Group in Q2 2023 and has held it in 12 quarters since.
  • Daymark Wealth Partners's TransDigm Group position peaked at $312K in Q2 2025.
  • 1,143 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.