Krilogy Financial’s TransDigm Group TDG Stock Holding History

Krilogy Financial’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	$1.02M	Buy	765 +92	+14%	+$113K	0.03%	389
2026 Q1	$827K	Buy	673 +500	+289%	+$655K	0.03%	427
2025 Q4	$248K	Buy	+173	New	+$227K	0.01%	801
2018 Q2	–	Sell	-7	Closed	-$2K	–	570
2018 Q1	$2K	Hold	7	–	–	﹤0.01%	703
2017 Q4	$2K	Hold	7	–	–	﹤0.01%	706
2017 Q3	$2K	Buy	+7	New	+$1.89K	﹤0.01%	751

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

Krilogy Financial's TDG Position: Q2 2026 in Review

Krilogy Financial increased its TransDigm Group (TDG) stake by 14% in Q2 2026, buying an estimated $113K and bringing the position to 765 shares worth $1.02M. The position accounts for 0.03% of the portfolio, ranked #389.

Krilogy Financial first reported a position in TDG in Q3 2017 and has held it in 6 quarters since. 1,140 funds tracked by Wall St. Rank hold TDG as of Q2 2026.

Krilogy Financial held 765 shares of TransDigm Group worth $1.02M as of Q2 2026.
Krilogy Financial bought 92 TransDigm Group shares in Q2 2026, an estimated $113K.
TransDigm Group made up 0.03% of Krilogy Financial's portfolio in Q2 2026, its #389 holding.
Krilogy Financial first reported a position in TransDigm Group in Q3 2017 and has held it in 6 quarters since.
1,140 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.