Envestnet Portfolio Solutions’s TransDigm Group TDG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$328K Buy
246
+38
+18% +$46.7K ﹤0.01% 1147
2026
Q1
$241K Sell
208
-3,994
-95% -$5.24M ﹤0.01% 1203
2025
Q4
$5.59M Buy
4,202
+284
+7% +$372K 0.02% 345
2025
Q3
$5.16M Sell
3,918
-23
-0.6% -$32.9K 0.02% 348
2025
Q2
$5.99M Sell
3,941
-5
-0.1% -$7.02K 0.02% 318
2025
Q1
$5.46M Sell
3,946
-488
-11% -$651K 0.02% 342
2024
Q4
$5.62M Buy
4,434
+365
+9% +$481K 0.02% 366
2024
Q3
$5.81M Buy
4,069
+243
+6% +$316K 0.02% 354
2024
Q2
$4.89M Buy
3,826
+789
+26% +$1.01M 0.02% 377
2024
Q1
$3.74M Buy
3,037
+510
+20% +$574K 0.01% 459
2023
Q4
$2.56M Buy
2,527
+165
+7% +$152K 0.01% 522
2023
Q3
$1.99M Buy
+2,362
New +$2.07M 0.01% 547

Other funds holding TDG

Envestnet Portfolio Solutions's TDG Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its TransDigm Group (TDG) stake by 18% in Q2 2026, buying an estimated $46.7K and bringing the position to 246 shares worth $328K. The position accounts for ﹤0.01% of the portfolio, ranked #1147.

Envestnet Portfolio Solutions first reported a position in TDG in Q3 2023 and has held it in 12 quarters since. The position peaked at $5.99M in Q2 2025. 1,144 funds tracked by Wall St. Rank hold TDG as of Q2 2026.

  • Envestnet Portfolio Solutions held 246 shares of TransDigm Group worth $328K as of Q2 2026.
  • Envestnet Portfolio Solutions bought 38 TransDigm Group shares in Q2 2026, an estimated $46.7K.
  • TransDigm Group made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #1147 holding.
  • Envestnet Portfolio Solutions first reported a position in TransDigm Group in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's TransDigm Group position peaked at $5.99M in Q2 2025.
  • 1,144 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.