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Integrated Wealth Concepts’s TransDigm Group TDG Stock Holding History

Integrated Wealth Concepts’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 		$798K Buy
599
+58
+11% +$71.2K 0.01% 1361
2026
Q1 		$627K Buy
+541
New +$709K 0.01% 1410
2025
Q3 		– Sell
-648
Closed -$985K – 2094
2025
Q2 		$985K Sell
648
-268
-29% -$376K 0.01% 922
2025
Q1 		$1.27M Buy
916
+259
+39% +$345K 0.01% 724
2024
Q4 		$833K Sell
657
-219
-25% -$289K 0.01% 897
2024
Q3 		$1.25M Sell
876
-45
-5% -$58.5K 0.02% 716
2024
Q2 		$1.18M Buy
921
+149
+19% +$191K 0.02% 688
2024
Q1 		$950K Buy
772
+208
+37% +$234K 0.01% 772
2023
Q4 		$571K Buy
564
+13
+2% +$12K 0.01% 942
2023
Q3 		$464K Buy
551
+28
+5% +$24.6K 0.01% 1010
2023
Q2 		$467K Buy
523
+16
+3% +$12.7K 0.01% 1008
2023
Q1 		$373K Buy
+507
New +$362K 0.01% 965

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

Integrated Wealth Concepts's TDG Position: Q2 2026 in Review

Integrated Wealth Concepts increased its TransDigm Group (TDG) stake by 11% in Q2 2026, buying an estimated $71.2K and bringing the position to 599 shares worth $798K. The position accounts for 0.01% of the portfolio, ranked #1361.

Integrated Wealth Concepts first reported a position in TDG in Q1 2023 and has held it in 12 quarters since. The position peaked at $1.27M in Q1 2025. 1,144 funds tracked by Wall St. Rank hold TDG as of Q2 2026.

  • Integrated Wealth Concepts held 599 shares of TransDigm Group worth $798K as of Q2 2026.
  • Integrated Wealth Concepts bought 58 TransDigm Group shares in Q2 2026, an estimated $71.2K.
  • TransDigm Group made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1361 holding.
  • Integrated Wealth Concepts first reported a position in TransDigm Group in Q1 2023 and has held it in 12 quarters since.
  • Integrated Wealth Concepts's TransDigm Group position peaked at $1.27M in Q1 2025.
  • 1,144 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.