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Greenline Wealth Management’s TransDigm Group TDG Stock Holding History

Greenline 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 		$218K Buy
+163
New +$200K 0.18% 115
2026
Q1 		– Sell
-126
Closed -$167K – 469
2025
Q4 		$167K Buy
+126
New +$165K 0.17% 95

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

Greenline Wealth Management's TDG Position: Q2 2026 in Review

Greenline Wealth Management opened a new position in TransDigm Group (TDG) in Q2 2026: 163 shares worth $218K. The stake represents 0.18% of the portfolio and ranks #115 among its holdings. This is a return to the name: Greenline Wealth Management previously reported a position in TDG as recently as Q4 2025.

Greenline Wealth Management first reported a position in TDG in Q4 2025 and has held it in 2 quarters since. 1,141 funds tracked by Wall St. Rank hold TDG as of Q2 2026.

  • Greenline Wealth Management held 163 shares of TransDigm Group worth $218K as of Q2 2026.
  • TransDigm Group was a new Greenline Wealth Management position in Q2 2026.
  • TransDigm Group made up 0.18% of Greenline Wealth Management's portfolio in Q2 2026, its #115 holding.
  • Greenline Wealth Management first reported a position in TransDigm Group in Q4 2025 and has held it in 2 quarters since.
  • 1,141 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2026.

Based on Greenline Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.