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HB Wealth Management’s TransDigm Group TDG Stock Holding History

HB 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 		$6.6M Sell
4,956
-543
-10% -$667K 0.04% 232
2026
Q1 		$6.37M Sell
5,499
-242
-4% -$317K 0.04% 220
2025
Q4 		$7.64M Buy
5,741
+44
+0.8% +$57.7K 0.05% 195
2025
Q3 		$7.51M Sell
5,697
-9
-0.2% -$12.9K 0.05% 194
2025
Q2 		$8.68M Buy
5,706
+103
+2% +$145K 0.07% 153
2025
Q1 		$7.75M Buy
5,603
+4,872
+666% +$6.5M 0.06% 166
2024
Q4 		$927K Buy
731
+54
+8% +$71.2K 0.01% 426
2024
Q3 		$967K Buy
677
+36
+6% +$46.8K 0.01% 405
2024
Q2 		$819K Buy
641
+94
+17% +$121K 0.01% 413
2024
Q1 		$674K Buy
547
+28
+5% +$31.5K 0.01% 421
2023
Q4 		$525K Buy
519
+73
+16% +$67.3K 0.01% 441
2023
Q3 		$376K Buy
446
+148
+50% +$130K 0.01% 510
2023
Q2 		$266K Buy
+298
New +$236K ﹤0.01% 584

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

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

HB Wealth Management reduced its TransDigm Group (TDG) stake by 9.9% in Q2 2026, selling an estimated $667K and leaving 4,956 shares worth $6.6M. The position accounts for 0.04% of the portfolio, ranked #232.

HB Wealth Management first reported a position in TDG in Q2 2023 and has held it in 13 quarters since. The position peaked at $8.68M in Q2 2025. 1,140 funds tracked by Wall St. Rank hold TDG as of Q2 2026.

  • HB Wealth Management held 4,956 shares of TransDigm Group worth $6.6M as of Q2 2026.
  • HB Wealth Management sold 543 TransDigm Group shares in Q2 2026, an estimated $667K.
  • TransDigm Group made up 0.04% of HB Wealth Management's portfolio in Q2 2026, its #232 holding.
  • HB Wealth Management first reported a position in TransDigm Group in Q2 2023 and has held it in 13 quarters since.
  • HB Wealth Management's TransDigm Group position peaked at $8.68M in Q2 2025.
  • 1,140 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.