Diversify Wealth Management’s TransDigm Group TDG Stock Holding History

Diversify Wealth Management’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	$864K	Sell	672 -1,491	-69%	-$1.83M	0.01%	688
2026 Q1	$2.47M	Buy	2,163 +65	+3%	+$85.2K	0.04%	322
2025 Q4	$2.9M	Buy	2,098 +128	+6%	+$168K	0.14%	179
2025 Q3	$2.56M	Buy	1,970 +68	+4%	+$97.2K	0.15%	160
2025 Q2	$2.68M	Buy	1,902 +135	+8%	+$190K	0.17%	154
2025 Q1	$2.49M	Buy	+1,767	New	+$2.36M	0.18%	151

Other funds holding TDG

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Diversify Wealth Management's TDG Position: Q2 2026 in Review

Diversify Wealth Management reduced its TransDigm Group (TDG) stake by 69% in Q2 2026, selling an estimated $1.83M and leaving 672 shares worth $864K. The position accounts for 0.01% of the portfolio, ranked #688.

Diversify Wealth Management first reported a position in TDG in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.9M in Q4 2025. 1,144 funds tracked by Wall St. Rank hold TDG as of Q2 2026.

Diversify Wealth Management held 672 shares of TransDigm Group worth $864K as of Q2 2026.
Diversify Wealth Management sold 1,491 TransDigm Group shares in Q2 2026, an estimated $1.83M.
TransDigm Group made up 0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #688 holding.
Diversify Wealth Management first reported a position in TransDigm Group in Q1 2025 and has held it in 6 quarters since.
Diversify Wealth Management's TransDigm Group position peaked at $2.9M in Q4 2025.
1,144 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.