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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
Q3 		$18.4K Buy
17
+8
+89% +$9.62K 0.01% 712
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

ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
EFG
Elm3 Financial Group Alpharetta, Georgia $150M AUM 21.63% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Elevation Wealth Partners's TDG Position: Q3 2026 in Review

Elevation Wealth Partners increased its TransDigm Group (TDG) stake by 89% in Q3 2026, buying an estimated $9.62K and bringing the position to 17 shares worth $18.4K. The position accounts for 0.01% of the portfolio, ranked #712.

Elevation Wealth Partners first reported a position in TDG in Q3 2025 and has held it in 5 quarters since. The position peaked at $31.9K in Q4 2025. 32 funds tracked by Wall St. Rank hold TDG as of Q3 2026.

  • Elevation Wealth Partners held 17 shares of TransDigm Group worth $18.4K as of Q3 2026.
  • Elevation Wealth Partners bought 8 TransDigm Group shares in Q3 2026, an estimated $9.62K.
  • TransDigm Group made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #712 holding.
  • Elevation Wealth Partners first reported a position in TransDigm Group in Q3 2025 and has held it in 5 quarters since.
  • Elevation Wealth Partners's TransDigm Group position peaked at $31.9K in Q4 2025.
  • 32 funds tracked by Wall St. Rank held TransDigm Group as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.