Focus Partners Wealth
TDG icon

Focus Partners Wealth’s TransDigm Group TDG Stock Holding History

Focus Partners Wealth’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 		$75.4M Buy
56,568
+1,725
+3% +$2.12M 0.08% 240
2026
Q1 		$63.6M Buy
54,843
+3,181
+6% +$4.17M 0.07% 245
2025
Q4 		$68.7M Buy
51,662
+2,943
+6% +$3.86M 0.08% 228
2025
Q3 		$64.2M Buy
48,719
+8,527
+21% +$12.2M 0.1% 172
2025
Q2 		$61.1M Buy
40,192
+1,397
+4% +$1.96M 0.13% 159
2025
Q1 		$53.7M Buy
38,795
+7,452
+24% +$9.94M 0.13% 159
2024
Q4 		$39.7M Buy
31,343
+11,069
+55% +$14.6M 0.1% 186
2024
Q3 		$28.3M Sell
20,274
-24,956
-55% -$32.5M 0.09% 222
2024
Q2 		$57.8M Buy
45,230
+28,173
+165% +$36.1M 0.19% 121
2024
Q1 		$21M Buy
17,057
+12,416
+268% +$14M 0.17% 146
2023
Q4 		$4.7M Buy
+4,641
New +$4.28M 0.06% 239

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

Focus Partners Wealth's TDG Position: Q2 2026 in Review

Focus Partners Wealth increased its TransDigm Group (TDG) stake by 3.1% in Q2 2026, buying an estimated $2.12M and bringing the position to 56,568 shares worth $75.4M. The position accounts for 0.08% of the portfolio, ranked #240.

Focus Partners Wealth first reported a position in TDG in Q4 2023 and has held it in 11 quarters since. 1,143 funds tracked by Wall St. Rank hold TDG as of Q2 2026.

  • Focus Partners Wealth held 56,568 shares of TransDigm Group worth $75.4M as of Q2 2026.
  • Focus Partners Wealth bought 1,725 TransDigm Group shares in Q2 2026, an estimated $2.12M.
  • TransDigm Group made up 0.08% of Focus Partners Wealth's portfolio in Q2 2026, its #240 holding.
  • Focus Partners Wealth first reported a position in TransDigm Group in Q4 2023 and has held it in 11 quarters since.
  • 1,143 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.