EWM
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Evermay Wealth Management’s TransDigm Group TDG Stock Holding History

Evermay Wealth Management’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 		– Sell
-3
Closed -$3.48K – 685
2026
Q1 		$3.48K Buy
+3
New +$3.93K ﹤0.01% 526

Other funds holding TDG

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Evermay Wealth Management's TDG Position: Q2 2026 in Review

Evermay Wealth Management sold out of TransDigm Group (TDG) in Q2 2026, closing a stake of 3 shares — an estimated $3.48K sold.

Evermay Wealth Management first reported a position in TDG in Q1 2026 and held it in 1 quarter. The position peaked at $3.48K in Q1 2026. 1,143 funds tracked by Wall St. Rank hold TDG as of Q2 2026.

  • Evermay Wealth Management reported no remaining TransDigm Group position as of Q2 2026 after selling out during the quarter.
  • Evermay Wealth Management sold 3 TransDigm Group shares in Q2 2026, an estimated $3.48K.
  • Evermay Wealth Management first reported a position in TransDigm Group in Q1 2026 and held it in 1 quarter.
  • Evermay Wealth Management's TransDigm Group position peaked at $3.48K in Q1 2026.
  • 1,143 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.