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Kingswood Wealth Advisors’s TransDigm Group TDG Stock Holding History

Kingswood 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 		$304K Buy
228
+22
+11% +$27K 0.01% 769
2026
Q1 		$239K Sell
206
-6
-3% -$7.87K 0.01% 810
2025
Q4 		$282K Buy
212
+4
+2% +$5.24K 0.01% 700
2025
Q3 		$274K Sell
208
-37
-15% -$52.9K 0.02% 660
2025
Q2 		$373K Buy
245
+32
+15% +$44.9K 0.03% 502
2025
Q1 		$295K Hold
213
– – 0.03% 554
2024
Q4 		$270K Sell
213
-1,765
-89% -$2.33M 0.02% 642
2024
Q3 		$2.82M Sell
1,978
-136
-6% -$177K 0.2% 117
2024
Q2 		$2.7M Sell
2,114
-108
-5% -$138K 0.24% 90
2024
Q1 		$2.74M Sell
2,222
-66
-3% -$74.3K 0.32% 69
2023
Q4 		$2.31M Sell
2,288
-276
-11% -$255K 0.26% 80
2023
Q3 		$2.16M Buy
+2,564
New +$2.25M 0.37% 70

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

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

Kingswood Wealth Advisors increased its TransDigm Group (TDG) stake by 11% in Q2 2026, buying an estimated $27K and bringing the position to 228 shares worth $304K. The position accounts for 0.01% of the portfolio, ranked #769.

Kingswood Wealth Advisors first reported a position in TDG in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.82M in Q3 2024. 1,140 funds tracked by Wall St. Rank hold TDG as of Q2 2026.

  • Kingswood Wealth Advisors held 228 shares of TransDigm Group worth $304K as of Q2 2026.
  • Kingswood Wealth Advisors bought 22 TransDigm Group shares in Q2 2026, an estimated $27K.
  • TransDigm Group made up 0.01% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #769 holding.
  • Kingswood Wealth Advisors first reported a position in TransDigm Group in Q3 2023 and has held it in 12 quarters since.
  • Kingswood Wealth Advisors's TransDigm Group position peaked at $2.82M in Q3 2024.
  • 1,140 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.