Institute for Wealth Management’s TransDigm Group TDG Stock Holding History

Institute for 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	$21.3K	Buy	+16	New	+$19.6K	﹤0.01%	1112

Other funds holding TDG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

VAM

Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return

Institute for Wealth Management's TDG Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in TransDigm Group (TDG) in Q2 2026: 16 shares worth $21.3K. The stake represents ﹤0.01% of the portfolio and ranks #1112 among its holdings.

666 funds tracked by Wall St. Rank hold TDG as of Q2 2026.

Institute for Wealth Management held 16 shares of TransDigm Group worth $21.3K as of Q2 2026.
TransDigm Group was a new Institute for Wealth Management position in Q2 2026.
TransDigm Group made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1112 holding.
666 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.