HHM Wealth Advisors’s TransDigm Group TDG Stock Holding History

HHM 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	$155K	Hold	117	–	–	0.02%	238
2026 Q1	$135K	Hold	117	–	–	0.02%	228
2025 Q4	$155K	Hold	117	–	–	0.02%	217
2025 Q3	$154K	Sell	117 -2	-2%	-$2.86K	0.02%	236
2025 Q2	$180K	Hold	119	–	–	0.02%	217
2025 Q1	$164K	Hold	119	–	–	0.02%	211
2024 Q4	$150K	Buy	119 +2	+2%	+$2.63K	0.02%	216
2024 Q3	$166K	Hold	117	–	–	0.02%	195
2024 Q2	$149K	Hold	117	–	–	0.02%	207
2024 Q1	$144K	Hold	117	–	–	0.02%	177
2023 Q4	$118K	Hold	117	–	–	0.02%	192
2023 Q3	$98.3K	Hold	117	–	–	0.02%	199
2023 Q2	$104K	Hold	117	–	–	0.02%	204
2023 Q1	$86K	Hold	117	–	–	0.02%	216
2022 Q4	$73.4K	Hold	117	–	–	0.02%	203
2022 Q3	$61K	Hold	117	–	–	0.02%	209
2022 Q2	$63K	Hold	117	–	–	0.02%	253
2022 Q1	$76K	Hold	117	–	–	0.02%	246
2021 Q4	$74K	Hold	117	–	–	0.02%	259
2021 Q3	$73K	Hold	117	–	–	0.02%	249
2021 Q2	$75K	Hold	117	–	–	0.02%	239
2021 Q1	$69K	Hold	117	–	–	0.02%	234
2020 Q4	$72K	Buy	+117	New	+$64.3K	0.02%	212

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

PAI

Pittenger & Anderson Inc Lincoin, Nebraska $2.79B AUM 12.81% 1-Year Est. Return

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

HHM Wealth Advisors held its TransDigm Group (TDG) position steady in Q2 2026 at 117 shares worth $155K. The position accounts for 0.02% of the portfolio, ranked #238.

HHM Wealth Advisors first reported a position in TDG in Q4 2020 and has held it in 23 quarters since. The position peaked at $180K in Q2 2025. 315 funds tracked by Wall St. Rank hold TDG as of Q2 2026.

HHM Wealth Advisors held 117 shares of TransDigm Group worth $155K as of Q2 2026.
HHM Wealth Advisors left its TransDigm Group share count unchanged in Q2 2026.
TransDigm Group made up 0.02% of HHM Wealth Advisors's portfolio in Q2 2026, its #238 holding.
HHM Wealth Advisors first reported a position in TransDigm Group in Q4 2020 and has held it in 23 quarters since.
HHM Wealth Advisors's TransDigm Group position peaked at $180K in Q2 2025.
315 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2026.

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