EWA
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EverSource Wealth Advisors’s TransDigm Group TDG Stock Holding History

EverSource Wealth Advisors’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 		$506K Sell
379
-26
-6% -$31.9K 0.02% 563
2026
Q1 		$470K Buy
405
+21
+5% +$27.5K 0.01% 628
2025
Q4 		$512K Buy
384
+40
+12% +$52.4K 0.02% 535
2025
Q3 		$454K Buy
344
+67
+24% +$95.8K 0.02% 535
2025
Q2 		$421K Buy
277
+18
+7% +$25.3K 0.02% 521
2025
Q1 		$358K Buy
259
+50
+24% +$66.7K 0.02% 467
2024
Q4 		$265K Buy
209
+31
+17% +$40.8K 0.01% 541
2024
Q3 		$254K Buy
178
+7
+4% +$9.1K 0.02% 489
2024
Q2 		$221K Buy
171
+12
+8% +$15.4K 0.01% 527
2024
Q1 		$198K Sell
159
-7
-4% -$7.88K 0.02% 492
2023
Q4 		$168K Sell
166
-9
-5% -$8.3K 0.02% 478
2023
Q3 		$147K Sell
175
-23
-12% -$20.2K 0.02% 470
2023
Q2 		$177K Buy
198
+50
+34% +$39.5K 0.02% 430
2023
Q1 		$109K Sell
148
-1
-0.7% -$714 0.01% 517
2022
Q4 		$93.6K Sell
149
-5
-3% -$2.95K 0.01% 530
2022
Q3 		$81K Sell
154
-17
-10% -$10.1K 0.02% 499
2022
Q2 		$92K Buy
171
+64
+60% +$37.8K 0.02% 394
2022
Q1 		$70K Buy
107
+69
+182% +$44.3K 0.02% 409
2021
Q4 		$24K Buy
+38
New +$23.8K 0.01% 618

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

EverSource Wealth Advisors's TDG Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its TransDigm Group (TDG) stake by 6.4% in Q2 2026, selling an estimated $31.9K and leaving 379 shares worth $506K. The position accounts for 0.02% of the portfolio, ranked #563.

EverSource Wealth Advisors first reported a position in TDG in Q4 2021 and has held it in 19 quarters since. The position peaked at $512K in Q4 2025. 1,144 funds tracked by Wall St. Rank hold TDG as of Q2 2026.

  • EverSource Wealth Advisors held 379 shares of TransDigm Group worth $506K as of Q2 2026.
  • EverSource Wealth Advisors sold 26 TransDigm Group shares in Q2 2026, an estimated $31.9K.
  • TransDigm Group made up 0.02% of EverSource Wealth Advisors's portfolio in Q2 2026, its #563 holding.
  • EverSource Wealth Advisors first reported a position in TransDigm Group in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's TransDigm Group position peaked at $512K in Q4 2025.
  • 1,144 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.