EFG
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Everhart Financial Group’s TransDigm Group TDG Stock Holding History

Everhart Financial Group’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 		$972K Sell
730
-27
-4% -$33.2K 0.06% 179
2026
Q1 		$877K Buy
757
+72
+11% +$94.4K 0.07% 196
2025
Q4 		$911K Sell
685
-56
-8% -$73.4K 0.08% 171
2025
Q3 		$977K Buy
741
+41
+6% +$58.6K 0.1% 143
2025
Q2 		$1.06M Buy
700
+101
+17% +$142K 0.12% 114
2025
Q1 		$829K Buy
599
+96
+19% +$128K 0.11% 130
2024
Q4 		$637K Sell
503
-100
-17% -$132K 0.13% 153
2024
Q3 		$861K Buy
603
+84
+16% +$109K 0.19% 116
2024
Q2 		$663K Buy
519
+60
+13% +$76.9K 0.17% 126
2024
Q1 		$565K Buy
459
+30
+7% +$33.8K 0.16% 133
2023
Q4 		$434K Buy
429
+49
+13% +$45.2K 0.15% 134
2023
Q3 		$320K Buy
380
+34
+10% +$29.8K 0.14% 147
2023
Q2 		$309K Buy
346
+38
+12% +$30.1K 0.13% 156
2023
Q1 		$227K Buy
+308
New +$220K 0.1% 177

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
Swedbank
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
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
RDWM
Red Door Wealth Management Memphis, Tennessee $1.1B AUM 31.77% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM

Everhart Financial Group's TDG Position: Q2 2026 in Review

Everhart Financial Group reduced its TransDigm Group (TDG) stake by 3.6% in Q2 2026, selling an estimated $33.2K and leaving 730 shares worth $972K. The position accounts for 0.06% of the portfolio, ranked #179.

Everhart Financial Group first reported a position in TDG in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.06M in Q2 2025. 183 funds tracked by Wall St. Rank hold TDG as of Q2 2026.

  • Everhart Financial Group held 730 shares of TransDigm Group worth $972K as of Q2 2026.
  • Everhart Financial Group sold 27 TransDigm Group shares in Q2 2026, an estimated $33.2K.
  • TransDigm Group made up 0.06% of Everhart Financial Group's portfolio in Q2 2026, its #179 holding.
  • Everhart Financial Group first reported a position in TransDigm Group in Q1 2023 and has held it in 14 quarters since.
  • Everhart Financial Group's TransDigm Group position peaked at $1.06M in Q2 2025.
  • 183 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.