Guerra Pan 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
$1.87M Sell
1,405
-197
-12% -$242K 1.04% 26
2026
Q1
$1.86M Sell
1,602
-7
-0.4% -$9.18K 1.15% 23
2025
Q4
$2.14M Hold
1,609
1.27% 23
2025
Q3
$2.12M Hold
1,609
1.28% 24
2025
Q2
$2.45M Buy
1,609
+87
+6% +$122K 1.61% 20
2025
Q1
$2.11M Buy
1,522
+1
+0.1% +$1.33K 1.65% 19
2024
Q4
$1.93M Hold
1,521
1.4% 23
2024
Q3
$2.17M Buy
1,521
+37
+2% +$48.1K 1.74% 15
2024
Q2
$1.9M Buy
1,484
+150
+11% +$192K 1.59% 16
2024
Q1
$1.64M Sell
1,334
-71
-5% -$79.9K 1.52% 20
2023
Q4
$1.42M Buy
1,405
+37
+3% +$34.1K 1.36% 21
2023
Q3
$1.15M Buy
1,368
+46
+3% +$40.4K 1.33% 23
2023
Q2
$1.18M Buy
1,322
+72
+6% +$56.9K 1.31% 23
2023
Q1
$921K Sell
1,250
-1
-0.1% -$714 1.16% 29
2022
Q4
$788K Hold
1,251
1.08% 31
2022
Q3
$667K Sell
1,251
-16
-1% -$9.55K 0.97% 36
2022
Q2
$789K Hold
1,267
0.98% 34
2022
Q1
$780K Hold
1,267
0.94% 35
2021
Q4
$806K Buy
+1,267
New +$793K 0.8% 40

Other funds holding TDG

Guerra Pan Advisors's TDG Position: Q2 2026 in Review

Guerra Pan Advisors reduced its TransDigm Group (TDG) stake by 12% in Q2 2026, selling an estimated $242K and leaving 1,405 shares worth $1.87M. The position accounts for 1.04% of the portfolio, ranked #26.

Guerra Pan Advisors first reported a position in TDG in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.45M in Q2 2025. 1,143 funds tracked by Wall St. Rank hold TDG as of Q2 2026.

  • Guerra Pan Advisors held 1,405 shares of TransDigm Group worth $1.87M as of Q2 2026.
  • Guerra Pan Advisors sold 197 TransDigm Group shares in Q2 2026, an estimated $242K.
  • TransDigm Group made up 1.04% of Guerra Pan Advisors's portfolio in Q2 2026, its #26 holding.
  • Guerra Pan Advisors first reported a position in TransDigm Group in Q4 2021 and has held it in 19 quarters since.
  • Guerra Pan Advisors's TransDigm Group position peaked at $2.45M in Q2 2025.
  • 1,143 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2026.

Based on Guerra Pan Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.