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GoalVest Advisory’s TransDigm Group TDG Stock Holding History

GoalVest Advisory’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
Q3 		$8.66K Buy
+8
New +$9.62K ﹤0.01% 470
2025
Q2 		– Sell
-1
Closed -$1.38K – 511
2025
Q1 		$1.38K Buy
+1
New +$1.33K ﹤0.01% 321
2022
Q2 		– Sell
-1
Closed -$1K – 520
2022
Q1 		$1K Buy
+1
New +$642 ﹤0.01% 363

Other funds holding TDG

DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
BFS
Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return
PFP
Polaris Financial Partners Westerville, Ohio $223M AUM
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM

GoalVest Advisory's TDG Position: Q3 2026 in Review

GoalVest Advisory opened a new position in TransDigm Group (TDG) in Q3 2026: 8 shares worth $8.66K. The stake represents ﹤0.01% of the portfolio and ranks #470 among its holdings. This is a return to the name: GoalVest Advisory previously reported a position in TDG as recently as Q1 2025.

GoalVest Advisory first reported a position in TDG in Q1 2022 and has held it in 3 quarters since. 9 funds tracked by Wall St. Rank hold TDG as of Q3 2026.

  • GoalVest Advisory held 8 shares of TransDigm Group worth $8.66K as of Q3 2026.
  • TransDigm Group was a new GoalVest Advisory position in Q3 2026.
  • TransDigm Group made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #470 holding.
  • GoalVest Advisory first reported a position in TransDigm Group in Q1 2022 and has held it in 3 quarters since.
  • 9 funds tracked by Wall St. Rank held TransDigm Group as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.