Key Financial Inc’s TransDigm Group TDG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$10.7K Hold
8
﹤0.01% 856
2026
Q1
$9.27K Hold
8
﹤0.01% 898
2025
Q4
$10.6K Hold
8
﹤0.01% 874
2025
Q3
$10.4K Hold
8
﹤0.01% 874
2025
Q2
$12.2K Buy
+8
New +$11.2K ﹤0.01% 800

Other funds holding TDG

Key Financial Inc's TDG Position: Q2 2026 in Review

Key Financial Inc held its TransDigm Group (TDG) position steady in Q2 2026 at 8 shares worth $10.7K. The position accounts for ﹤0.01% of the portfolio, ranked #856.

Key Financial Inc first reported a position in TDG in Q2 2025 and has held it in 5 quarters since. The position peaked at $12.2K in Q2 2025. 1,144 funds tracked by Wall St. Rank hold TDG as of Q2 2026.

  • Key Financial Inc held 8 shares of TransDigm Group worth $10.7K as of Q2 2026.
  • Key Financial Inc left its TransDigm Group share count unchanged in Q2 2026.
  • TransDigm Group made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #856 holding.
  • Key Financial Inc first reported a position in TransDigm Group in Q2 2025 and has held it in 5 quarters since.
  • Key Financial Inc's TransDigm Group position peaked at $12.2K in Q2 2025.
  • 1,144 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.