Golden State Wealth Management’s TransDigm Group TDG Stock Holding History

Golden State Wealth Management’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	-43	Closed	-$50.8K	–	1697
2026 Q1	$50.8K	Sell	43 -7	-14%	-$9.18K	0.01%	676
2025 Q4	$67.6K	Hold	50	–	–	0.01%	616
2025 Q3	$67K	Sell	50 -6	-11%	-$8.58K	0.01%	599
2025 Q2	$86.1K	Sell	56 -1	-2%	-$1.41K	0.01%	520
2025 Q1	$79.7K	Hold	57	–	–	0.01%	497
2024 Q4	$73K	Buy	+57	New	+$75.1K	0.01%	497
2022 Q1	$1.21M	Buy	1,858 +47	+3%	+$30.2K	0.24%	81
2021 Q4	$1.15M	Buy	1,811 +184	+11%	+$115K	0.2%	108
2021 Q3	$1.02M	Buy	1,627 +961	+144%	+$600K	0.22%	88
2021 Q2	$431K	Buy	+666	New	+$418K	0.1%	185

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

Golden State Wealth Management's TDG Position: Q2 2026 in Review

Golden State Wealth Management sold out of TransDigm Group (TDG) in Q2 2026, closing a stake of 43 shares — an estimated $50.8K sold.

Golden State Wealth Management first reported a position in TDG in Q2 2021 and held it in 10 quarters. The position peaked at $1.21M in Q1 2022. 1,138 funds tracked by Wall St. Rank hold TDG as of Q2 2026.

Golden State Wealth Management reported no remaining TransDigm Group position as of Q2 2026 after selling out during the quarter.
Golden State Wealth Management sold 43 TransDigm Group shares in Q2 2026, an estimated $50.8K.
Golden State Wealth Management first reported a position in TransDigm Group in Q2 2021 and held it in 10 quarters.
Golden State Wealth Management's TransDigm Group position peaked at $1.21M in Q1 2022.
1,138 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.