Doliver Advisors’s TransDigm Group TDG Stock Holding History

Doliver Advisors’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	$883K	Sell	663 -95	-13%	-$117K	0.2%	82
2026 Q1	$878K	Sell	758 -52	-6%	-$68.2K	0.2%	75
2025 Q4	$1.08M	Buy	810 +215	+36%	+$282K	0.27%	68
2025 Q3	$784K	Buy	595 +6	+1%	+$8.58K	0.2%	87
2025 Q2	$896K	Buy	589 +146	+33%	+$205K	0.25%	74
2025 Q1	$613K	Buy	+443	New	+$591K	0.17%	88

Other funds holding TDG

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

ACM

Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

BFS

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

HCM

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

CNB

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

Doliver Advisors's TDG Position: Q2 2026 in Review

Doliver Advisors reduced its TransDigm Group (TDG) stake by 13% in Q2 2026, selling an estimated $117K and leaving 663 shares worth $883K. The position accounts for 0.2% of the portfolio, ranked #82.

Doliver Advisors first reported a position in TDG in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.08M in Q4 2025. 282 funds tracked by Wall St. Rank hold TDG as of Q2 2026.

Doliver Advisors held 663 shares of TransDigm Group worth $883K as of Q2 2026.
Doliver Advisors sold 95 TransDigm Group shares in Q2 2026, an estimated $117K.
TransDigm Group made up 0.2% of Doliver Advisors's portfolio in Q2 2026, its #82 holding.
Doliver Advisors first reported a position in TransDigm Group in Q1 2025 and has held it in 6 quarters since.
Doliver Advisors's TransDigm Group position peaked at $1.08M in Q4 2025.
282 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2026.

Based on Doliver Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.