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Financial Life Planners’s TransDigm Group TDG Stock Holding History

Financial Life Planners’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 		$39.6K Hold
30
– – 0.03% 139
2026
Q1 		$34.4K Buy
+30
New +$39.3K 0.03% 141
2025
Q4 		– Sell
-86
Closed -$113K – 299
2025
Q3 		$113K Buy
+86
New +$123K 0.08% 85
2025
Q2 		– Sell
-80
Closed -$111K – 81
2025
Q1 		$111K Hold
80
– – 0.11% 74
2024
Q4 		$102K Buy
+80
New +$105K 0.09% 73

Other funds holding TDG

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.15B AUM 31.09% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
MF
Milford Funds Auckland $6.14B AUM
IGAM
iA Global Asset Management Quebec, Quebec, Canada $8.42B AUM 47.61% 1-Year Est. Return

Financial Life Planners's TDG Position: Q2 2026 in Review

Financial Life Planners held its TransDigm Group (TDG) position steady in Q2 2026 at 30 shares worth $39.6K. The position accounts for 0.03% of the portfolio, ranked #139.

Financial Life Planners first reported a position in TDG in Q4 2024 and has held it in 5 quarters since. The position peaked at $113K in Q3 2025. 440 funds tracked by Wall St. Rank hold TDG as of Q2 2026.

  • Financial Life Planners held 30 shares of TransDigm Group worth $39.6K as of Q2 2026.
  • Financial Life Planners left its TransDigm Group share count unchanged in Q2 2026.
  • TransDigm Group made up 0.03% of Financial Life Planners's portfolio in Q2 2026, its #139 holding.
  • Financial Life Planners first reported a position in TransDigm Group in Q4 2024 and has held it in 5 quarters since.
  • Financial Life Planners's TransDigm Group position peaked at $113K in Q3 2025.
  • 440 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.