Fortune Financial Advisors’s TransDigm Group TDG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$268K Buy
+201
New +$247K 0.11% 140
2026
Q1
Sell
-172
Closed -$229K 152
2025
Q4
$229K Sell
172
-2
-1% -$2.62K 0.15% 92
2025
Q3
$229K Buy
174
+25
+17% +$35.7K 0.17% 88
2025
Q2
$227K Buy
+149
New +$209K 0.18% 89

Other funds holding TDG

Fortune Financial Advisors's TDG Position: Q2 2026 in Review

Fortune Financial Advisors opened a new position in TransDigm Group (TDG) in Q2 2026: 201 shares worth $268K. The stake represents 0.11% of the portfolio and ranks #140 among its holdings. This is a return to the name: Fortune Financial Advisors previously reported a position in TDG as recently as Q4 2025.

Fortune Financial Advisors first reported a position in TDG in Q2 2025 and has held it in 4 quarters since. 440 funds tracked by Wall St. Rank hold TDG as of Q2 2026.

  • Fortune Financial Advisors held 201 shares of TransDigm Group worth $268K as of Q2 2026.
  • TransDigm Group was a new Fortune Financial Advisors position in Q2 2026.
  • TransDigm Group made up 0.11% of Fortune Financial Advisors's portfolio in Q2 2026, its #140 holding.
  • Fortune Financial Advisors first reported a position in TransDigm Group in Q2 2025 and has held it in 4 quarters since.
  • 440 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2026.

Based on Fortune Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.