DiNuzzo Private Wealth’s TransDigm Group TDG Stock Holding History

DiNuzzo Private Wealth’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	$9.32K	Hold	7	–	–	﹤0.01%	296
2026 Q1	$8.11K	Hold	7	–	–	﹤0.01%	301
2025 Q4	$9.31K	Hold	7	–	–	﹤0.01%	281
2025 Q3	$9.79K	Hold	7	–	–	﹤0.01%	270
2025 Q2	$10.6K	Hold	7	–	–	﹤0.01%	260
2025 Q1	$9.68K	Hold	7	–	–	﹤0.01%	263
2024 Q4	$8.87K	Hold	7	–	–	﹤0.01%	265
2024 Q3	$9.99K	Hold	7	–	–	﹤0.01%	254
2024 Q2	$8.94K	Buy	7 +1	+17%	+$1.28K	﹤0.01%	212
2024 Q1	$7.39K	Hold	6	–	–	﹤0.01%	205
2023 Q4	$6.07K	Buy	+6	New	+$5.54K	﹤0.01%	220

Other funds holding TDG

Baskin Financial Services Toronto, Ontario, Canada $1.27B AUM 9.68% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Red Door Wealth Management Memphis, Tennessee $1.1B AUM 31.77% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Shelter Rock Management Jericho, New York $103M AUM

Community Financial Services Group Newport, Vermont $686M AUM 29.22% 1-Year Est. Return

HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return

Alliance Wealth Advisors (Pennsylvania) Scranton, Pennsylvania $250M AUM 27.24% 1-Year Est. Return

Aurora Investment Managers Naples, Florida $164M AUM 14.98% 1-Year Est. Return