J.W. Cole Advisors’s TransDigm Group TDG Stock Holding History

J.W. Cole 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	$1.25M	Buy	+941	New	+$1.16M	0.02%	682
2026 Q1	–	Sell	-1,009	Closed	-$1.34M	–	1396
2025 Q4	$1.34M	Buy	1,009 +30	+3%	+$39.3K	0.03%	544
2025 Q3	$1.29M	Buy	979 +168	+21%	+$240K	0.02%	628
2025 Q2	$1.23M	Sell	811 -13	-2%	-$18.3K	0.03%	597
2025 Q1	$1.14M	Buy	+824	New	+$1.1M	0.04%	496
2024 Q3	–	Sell	-229	Closed	-$293K	–	962
2024 Q2	$293K	Buy	+229	New	+$294K	0.01%	712

Other funds holding TDG

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

J.W. Cole Advisors's TDG Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in TransDigm Group (TDG) in Q2 2026: 941 shares worth $1.25M. The stake represents 0.02% of the portfolio and ranks #682 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in TDG as recently as Q4 2025.

J.W. Cole Advisors first reported a position in TDG in Q2 2024 and has held it in 6 quarters since. The position peaked at $1.34M in Q4 2025. 1,143 funds tracked by Wall St. Rank hold TDG as of Q2 2026.

J.W. Cole Advisors held 941 shares of TransDigm Group worth $1.25M as of Q2 2026.
TransDigm Group was a new J.W. Cole Advisors position in Q2 2026.
TransDigm Group made up 0.02% of J.W. Cole Advisors's portfolio in Q2 2026, its #682 holding.
J.W. Cole Advisors first reported a position in TransDigm Group in Q2 2024 and has held it in 6 quarters since.
J.W. Cole Advisors's TransDigm Group position peaked at $1.34M in Q4 2025.
1,143 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.