JFS Wealth Advisors’s TransDigm Group TDG Stock Holding History

JFS 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	$34.6K	Buy	26 +2	+8%	+$2.46K	﹤0.01%	622
2026 Q1	$27.8K	Sell	24 -4	-14%	-$5.24K	﹤0.01%	660
2025 Q4	$37.2K	Buy	28 +10	+56%	+$13.1K	﹤0.01%	599
2025 Q3	$23.7K	Sell	18 -1	-5%	-$1.43K	﹤0.01%	663
2025 Q2	$28.9K	Hold	19	–	–	﹤0.01%	574
2025 Q1	$26.3K	Buy	19 +1	+6%	+$1.33K	﹤0.01%	604
2024 Q4	$22.8K	Hold	18	–	–	﹤0.01%	610
2024 Q3	$25.7K	Hold	18	–	–	﹤0.01%	588
2024 Q2	$23K	Hold	18	–	–	﹤0.01%	571
2024 Q1	$22.2K	Hold	18	–	–	﹤0.01%	607
2023 Q4	$18.2K	Hold	18	–	–	﹤0.01%	608
2023 Q3	$15.2K	Hold	18	–	–	﹤0.01%	609
2023 Q2	$16.1K	Hold	18	–	–	﹤0.01%	589
2023 Q1	$13.3K	Buy	18 +2	+13%	+$1.43K	﹤0.01%	627
2022 Q4	$10.1K	Buy	16 +5	+45%	+$2.95K	﹤0.01%	712
2022 Q3	$6K	Sell	11 -11	-50%	-$6.56K	﹤0.01%	946
2022 Q2	$12K	Buy	22 +9	+69%	+$5.31K	﹤0.01%	721
2022 Q1	$8K	Buy	13 +8	+160%	+$5.14K	﹤0.01%	885
2021 Q4	$3K	Buy	+5	New	+$3.13K	﹤0.01%	992
2016 Q2	–	Sell	-14	Closed	-$3K	–	608
2016 Q1	$3K	Buy	+14	New	+$3.06K	﹤0.01%	496

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

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

JFS Wealth Advisors increased its TransDigm Group (TDG) stake by 8.3% in Q2 2026, buying an estimated $2.46K and bringing the position to 26 shares worth $34.6K. The position accounts for ﹤0.01% of the portfolio, ranked #622.

JFS Wealth Advisors first reported a position in TDG in Q1 2016 and has held it in 20 quarters since. The position peaked at $37.2K in Q4 2025. 1,140 funds tracked by Wall St. Rank hold TDG as of Q2 2026.

JFS Wealth Advisors held 26 shares of TransDigm Group worth $34.6K as of Q2 2026.
JFS Wealth Advisors bought 2 TransDigm Group shares in Q2 2026, an estimated $2.46K.
TransDigm Group made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #622 holding.
JFS Wealth Advisors first reported a position in TransDigm Group in Q1 2016 and has held it in 20 quarters since.
JFS Wealth Advisors's TransDigm Group position peaked at $37.2K in Q4 2025.
1,140 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.