HAG
TDG icon

HighPoint Advisor Group’s TransDigm Group TDG Stock Holding History

HighPoint Advisor Group’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 		– Sell
-238
Closed -$276K – 705
2026
Q1 		$276K Sell
238
-529
-69% -$693K 0.01% 551
2025
Q4 		$1.02M Buy
767
+171
+29% +$224K 0.02% 459
2025
Q3 		$786K Buy
596
+68
+13% +$97.2K 0.04% 297
2025
Q2 		$803K Buy
528
+45
+9% +$63.2K 0.04% 277
2025
Q1 		$680K Buy
483
+71
+17% +$94.7K 0.04% 304
2024
Q4 		$561K Buy
412
+38
+10% +$50.1K 0.03% 346
2024
Q3 		$488K Buy
374
+8
+2% +$10.4K 0.03% 364
2024
Q2 		$463K Buy
366
+21
+6% +$26.9K 0.03% 374
2024
Q1 		$441K Buy
345
+5
+1% +$5.63K 0.03% 378
2023
Q4 		$416K Buy
+340
New +$314K 0.03% 398

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

HighPoint Advisor Group's TDG Position: Q2 2026 in Review

HighPoint Advisor Group sold out of TransDigm Group (TDG) in Q2 2026, closing a stake of 238 shares — an estimated $276K sold.

HighPoint Advisor Group first reported a position in TDG in Q4 2023 and held it in 10 quarters. The position peaked at $1.02M in Q4 2025. 1,138 funds tracked by Wall St. Rank hold TDG as of Q2 2026.

  • HighPoint Advisor Group reported no remaining TransDigm Group position as of Q2 2026 after selling out during the quarter.
  • HighPoint Advisor Group sold 238 TransDigm Group shares in Q2 2026, an estimated $276K.
  • HighPoint Advisor Group first reported a position in TransDigm Group in Q4 2023 and held it in 10 quarters.
  • HighPoint Advisor Group's TransDigm Group position peaked at $1.02M in Q4 2025.
  • 1,138 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2026.

Based on HighPoint Advisor Group's 13F filing for Q2 2026, filed 5 Aug 2026.