Fortitude Advisory Group’s TransDigm Group TDG Stock Holding History

Fortitude Advisory Group’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	–	Sell	-257	Closed	-$298K	–	248
2026 Q1	$298K	Buy	+257	New	+$337K	0.13%	152
2025 Q3	–	Sell	-225	Closed	-$342K	–	229
2025 Q2	$342K	Sell	225 -2	-0.9%	-$2.81K	0.2%	115
2025 Q1	$303K	Buy	227 +16	+8%	+$21.3K	0.22%	109
2024 Q4	$267K	Hold	211	–	–	0.16%	139
2024 Q3	$301K	Hold	211	–	–	0.19%	124
2024 Q2	$270K	Buy	+211	New	+$271K	0.16%	134
2022 Q2	–	Sell	-276	Closed	-$180K	–	1162
2022 Q1	$180K	Buy	276 +65	+31%	+$41.8K	0.1%	217
2021 Q4	$134K	Buy	+211	New	+$132K	0.07%	285

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

Chicago Capital Chicago, Illinois $4.15B AUM 31.09% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 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

GIM

Generate Investment Management Auckland, New Zealand $2.43B AUM 37.24% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 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

Fortitude Advisory Group's TDG Position: Q2 2026 in Review

Fortitude Advisory Group sold out of TransDigm Group (TDG) in Q2 2026, closing a stake of 257 shares — an estimated $298K sold.

Fortitude Advisory Group first reported a position in TDG in Q4 2021 and held it in 8 quarters. The position peaked at $342K in Q2 2025. 355 funds tracked by Wall St. Rank hold TDG as of Q2 2026.

Fortitude Advisory Group reported no remaining TransDigm Group position as of Q2 2026 after selling out during the quarter.
Fortitude Advisory Group sold 257 TransDigm Group shares in Q2 2026, an estimated $298K.
Fortitude Advisory Group first reported a position in TransDigm Group in Q4 2021 and held it in 8 quarters.
Fortitude Advisory Group's TransDigm Group position peaked at $342K in Q2 2025.
355 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2026.

Based on Fortitude Advisory Group's 13F filing for Q2 2026, filed 22 Jul 2026.