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Elevation Wealth Partners’s TransDigm Group TDG Stock Holding History

Elevation 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 		$12K Sell
9
-7
-44% -$8.6K ﹤0.01% 753
2026
Q1 		$18.5K Sell
16
-8
-33% -$10.5K 0.01% 394
2025
Q4 		$31.9K Buy
24
+22
+1,100% +$28.8K 0.01% 294
2025
Q3 		$2.64K Buy
+2
New +$2.86K ﹤0.01% 595

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 Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.15B AUM 31.09% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
IGAM
iA Global Asset Management Quebec, Quebec, Canada $8.42B AUM 47.61% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
GIM
Generate Investment Management Auckland, New Zealand $2.43B AUM 37.24% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

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

Elevation Wealth Partners reduced its TransDigm Group (TDG) stake by 44% in Q2 2026, selling an estimated $8.6K and leaving 9 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #753.

Elevation Wealth Partners first reported a position in TDG in Q3 2025 and has held it in 4 quarters since. The position peaked at $31.9K in Q4 2025. 391 funds tracked by Wall St. Rank hold TDG as of Q2 2026.

  • Elevation Wealth Partners held 9 shares of TransDigm Group worth $12K as of Q2 2026.
  • Elevation Wealth Partners sold 7 TransDigm Group shares in Q2 2026, an estimated $8.6K.
  • TransDigm Group made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #753 holding.
  • Elevation Wealth Partners first reported a position in TransDigm Group in Q3 2025 and has held it in 4 quarters since.
  • Elevation Wealth Partners's TransDigm Group position peaked at $31.9K in Q4 2025.
  • 391 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.