First Western Trust Bank’s TransDigm Group TDG Stock Holding History

First Western Trust Bank’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	$747K	Buy	561 +1	+0.2%	+$1.23K	0.04%	109
2026 Q1	$649K	Hold	560	–	–	0.03%	105
2025 Q4	$745K	Hold	560	–	–	0.04%	96
2025 Q3	$738K	Hold	560	–	–	0.03%	100
2025 Q2	$852K	Sell	560 -11	-2%	-$15.4K	0.04%	95
2025 Q1	$790K	Sell	571 -27	-5%	-$36K	0.04%	95
2024 Q4	$758K	Sell	598 -10	-2%	-$13.2K	0.04%	101
2024 Q3	$868K	Hold	608	–	–	0.04%	97
2024 Q2	$777K	Sell	608 -3	-0.5%	-$3.85K	0.04%	95
2024 Q1	$753K	Sell	611 -19	-3%	-$21.4K	0.03%	104
2023 Q4	$637K	Buy	+630	New	+$581K	0.03%	112

Other funds holding TDG

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

First Western Trust Bank's TDG Position: Q2 2026 in Review

First Western Trust Bank increased its TransDigm Group (TDG) stake by 0.18% in Q2 2026, buying an estimated $1.23K and bringing the position to 561 shares worth $747K. The position accounts for 0.04% of the portfolio, ranked #109.

First Western Trust Bank first reported a position in TDG in Q4 2023 and has held it in 11 quarters since. The position peaked at $868K in Q3 2024. 1,143 funds tracked by Wall St. Rank hold TDG as of Q2 2026.

First Western Trust Bank held 561 shares of TransDigm Group worth $747K as of Q2 2026.
First Western Trust Bank bought 1 TransDigm Group share in Q2 2026, an estimated $1.23K.
TransDigm Group made up 0.04% of First Western Trust Bank's portfolio in Q2 2026, its #109 holding.
First Western Trust Bank first reported a position in TransDigm Group in Q4 2023 and has held it in 11 quarters since.
First Western Trust Bank's TransDigm Group position peaked at $868K in Q3 2024.
1,143 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2026.

Based on First Western Trust Bank's 13F filing for Q2 2026, filed 29 Jul 2026.