KFA
TDG icon

Kelleher Financial Advisors’s TransDigm Group TDG Stock Holding History

Kelleher Financial 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 		$16K Buy
12
+6
+100% +$7.37K ﹤0.01% 575
2026
Q1 		$6.95K Hold
6
– – ﹤0.01% 574
2025
Q4 		$7.98K Hold
6
– – ﹤0.01% 597
2025
Q3 		$7.91K Buy
+6
New +$8.58K ﹤0.01% 521
2016
Q2 		– Sell
-225
Closed -$49K – 199
2016
Q1 		$49K Buy
+225
New +$49.1K 0.03% 167

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

Kelleher Financial Advisors's TDG Position: Q2 2026 in Review

Kelleher Financial Advisors increased its TransDigm Group (TDG) stake by 100% in Q2 2026, buying an estimated $7.37K and bringing the position to 12 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #575.

Kelleher Financial Advisors first reported a position in TDG in Q1 2016 and has held it in 5 quarters since. The position peaked at $49K in Q1 2016. 1,140 funds tracked by Wall St. Rank hold TDG as of Q2 2026.

  • Kelleher Financial Advisors held 12 shares of TransDigm Group worth $16K as of Q2 2026.
  • Kelleher Financial Advisors bought 6 TransDigm Group shares in Q2 2026, an estimated $7.37K.
  • TransDigm Group made up ﹤0.01% of Kelleher Financial Advisors's portfolio in Q2 2026, its #575 holding.
  • Kelleher Financial Advisors first reported a position in TransDigm Group in Q1 2016 and has held it in 5 quarters since.
  • Kelleher Financial Advisors's TransDigm Group position peaked at $49K in Q1 2016.
  • 1,140 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.