Halbert Hargrove Global Advisors’s TransDigm Group TDG Stock Holding History

Halbert Hargrove Global Advisors’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	–	Hold	0	–	–	–	614
2025 Q2	–	Sell	-1	Closed	-$1.62K	–	613
2025 Q1	$1.62K	Buy	+1	New	+$1.33K	﹤0.01%	417
2016 Q1	–	Sell	-944	Closed	-$216K	–	97
2015 Q4	$216K	Sell	944 -42	-4%	-$9.45K	0.09%	91
2015 Q3	$209K	Sell	986 -1,146	-54%	-$262K	0.1%	92
2015 Q2	$479K	Sell	2,132 -66	-3%	-$14.8K	0.12%	84
2015 Q1	$481K	Buy	2,198 +936	+74%	+$197K	0.15%	96
2014 Q4	$248K	Sell	1,262 -24	-2%	-$4.53K	0.12%	112
2014 Q3	$237K	Buy	+1,286	New	+$230K	0.07%	120

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

Halbert Hargrove Global Advisors's TDG Position: Q2 2026 in Review

Halbert Hargrove Global Advisors held its TransDigm Group (TDG) position steady in Q2 2026 at 0 shares worth $267. The position accounts for ﹤0.01% of the portfolio, ranked #614.

Halbert Hargrove Global Advisors first reported a position in TDG in Q3 2014 and has held it in 7 quarters since. The position peaked at $481K in Q1 2015. 1,143 funds tracked by Wall St. Rank hold TDG as of Q2 2026.

Halbert Hargrove Global Advisors held 0 shares of TransDigm Group worth $267 as of Q2 2026.
Halbert Hargrove Global Advisors left its TransDigm Group share count unchanged in Q2 2026.
TransDigm Group made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #614 holding.
Halbert Hargrove Global Advisors first reported a position in TransDigm Group in Q3 2014 and has held it in 7 quarters since.
Halbert Hargrove Global Advisors's TransDigm Group position peaked at $481K in Q1 2015.
1,143 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.