HCR Wealth Advisors’s TransDigm Group TDG Stock Holding History

HCR Wealth 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	$2.61M	Buy	1,957 +53	+3%	+$65.1K	0.23%	67
2026 Q1	$2.21M	Sell	1,904 -143	-7%	-$187K	0.23%	67
2025 Q4	$2.72M	Buy	2,047 +14	+0.7%	+$18.4K	0.27%	63
2025 Q3	$2.61M	Buy	2,033 +155	+8%	+$222K	0.27%	58
2025 Q2	$2.86M	Buy	1,878 +9	+0.5%	+$12.6K	0.34%	52
2025 Q1	$2.59M	Sell	1,869 -45	-2%	-$60K	0.34%	51
2024 Q4	$2.43M	Buy	+1,914	New	+$2.52M	0.3%	54

Other funds holding TDG

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

ACM

Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

BFS

Baskin Financial Services Toronto, Ontario, Canada $1.27B AUM 9.68% 1-Year Est. Return

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

HCR Wealth Advisors's TDG Position: Q2 2026 in Review

HCR Wealth Advisors increased its TransDigm Group (TDG) stake by 2.8% in Q2 2026, buying an estimated $65.1K and bringing the position to 1,957 shares worth $2.61M. The position accounts for 0.23% of the portfolio, ranked #67.

HCR Wealth Advisors first reported a position in TDG in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.86M in Q2 2025. 256 funds tracked by Wall St. Rank hold TDG as of Q2 2026.

HCR Wealth Advisors held 1,957 shares of TransDigm Group worth $2.61M as of Q2 2026.
HCR Wealth Advisors bought 53 TransDigm Group shares in Q2 2026, an estimated $65.1K.
TransDigm Group made up 0.23% of HCR Wealth Advisors's portfolio in Q2 2026, its #67 holding.
HCR Wealth Advisors first reported a position in TransDigm Group in Q4 2024 and has held it in 7 quarters since.
HCR Wealth Advisors's TransDigm Group position peaked at $2.86M in Q2 2025.
256 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2026.

Based on HCR Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.