First Heartland Consultants’s TransDigm Group TDG Stock Holding History

First Heartland Consultants’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	$375K	Hold	282	–	–	0.02%	396
2026 Q1	$326K	Hold	282	–	–	0.03%	387
2025 Q4	$375K	Hold	282	–	–	0.03%	353
2025 Q3	$371K	Buy	282 +5	+2%	+$7.15K	0.03%	356
2025 Q2	$422K	Hold	277	–	–	0.04%	306
2025 Q1	$384K	Sell	277 -38,873	-99%	-$51.8M	0.04%	289
2024 Q4	$445K	Buy	39,150 +38,803	+11,182%	+$51.1M	0.05%	260
2024 Q3	$496K	Hold	347	–	–	0.05%	250
2024 Q2	$444	Buy	347 +5	+1%	+$6.41K	0.03%	284
2024 Q1	$433K	Hold	342	–	–	0.04%	272
2023 Q4	$346K	Buy	342 +2	+0.6%	+$1.84K	0.04%	267
2023 Q3	$287K	Buy	340 +1	+0.3%	+$877	0.04%	290
2023 Q2	$304K	Hold	339	–	–	0.04%	287
2023 Q1	$251K	Sell	339 -6	-2%	-$4.29K	0.04%	307
2022 Q4	$218K	Buy	+345	New	+$203K	0.04%	339
2022 Q2	–	Sell	-338	Closed	-$220K	–	394
2022 Q1	$220K	Buy	338 +10	+3%	+$6.42K	0.03%	321
2021 Q4	$208	Hold	328	–	–	0.01%	352
2021 Q3	$205K	Hold	328	–	–	0.03%	371
2021 Q2	$212K	Buy	+328	New	+$206K	0.03%	361

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

First Heartland Consultants's TDG Position: Q2 2026 in Review

First Heartland Consultants held its TransDigm Group (TDG) position steady in Q2 2026 at 282 shares worth $375K. The position accounts for 0.02% of the portfolio, ranked #396.

First Heartland Consultants first reported a position in TDG in Q2 2021 and has held it in 19 quarters since. The position peaked at $496K in Q3 2024. 282 funds tracked by Wall St. Rank hold TDG as of Q2 2026.

First Heartland Consultants held 282 shares of TransDigm Group worth $375K as of Q2 2026.
First Heartland Consultants left its TransDigm Group share count unchanged in Q2 2026.
TransDigm Group made up 0.02% of First Heartland Consultants's portfolio in Q2 2026, its #396 holding.
First Heartland Consultants first reported a position in TransDigm Group in Q2 2021 and has held it in 19 quarters since.
First Heartland Consultants's TransDigm Group position peaked at $496K in Q3 2024.
282 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.