Dogwood Wealth Management’s TransDigm Group TDG Stock Holding History

Dogwood 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	$341K	Sell	256 -12	-4%	-$14.7K	0.13%	56
2026 Q1	$311K	Sell	268 -196	-42%	-$257K	0.13%	68
2025 Q4	$617K	Buy	464 +5	+1%	+$6.55K	0.27%	54
2025 Q3	$605K	Sell	459 -33	-7%	-$47.2K	0.28%	67
2025 Q2	$753K	Buy	492 +489	+16,300%	+$687K	0.37%	59
2025 Q1	$4.15K	Buy	+3	New	+$4K	﹤0.01%	258
2024 Q3	–	Hold	0	–	–	–	270
2024 Q2	–	Hold	0	–	–	–	318
2024 Q1	–	Hold	0	–	–	–	320
2023 Q4	–	Hold	0	–	–	–	319

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 $3.37T AUM 44.26% 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

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

Dogwood Wealth Management reduced its TransDigm Group (TDG) stake by 4.5% in Q2 2026, selling an estimated $14.7K and leaving 256 shares worth $341K. The position accounts for 0.13% of the portfolio, ranked #56.

Dogwood Wealth Management first reported a position in TDG in Q1 2025 and has held it in 6 quarters since. The position peaked at $753K in Q2 2025. 1,140 funds tracked by Wall St. Rank hold TDG as of Q2 2026.

Dogwood Wealth Management held 256 shares of TransDigm Group worth $341K as of Q2 2026.
Dogwood Wealth Management sold 12 TransDigm Group shares in Q2 2026, an estimated $14.7K.
TransDigm Group made up 0.13% of Dogwood Wealth Management's portfolio in Q2 2026, its #56 holding.
Dogwood Wealth Management first reported a position in TransDigm Group in Q1 2025 and has held it in 6 quarters since.
Dogwood Wealth Management's TransDigm Group position peaked at $753K in Q2 2025.
1,140 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.