Legacy Financial Advisors’s TransDigm Group TDG Stock Holding History

Legacy 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	$218K	Buy	+164	New	+$201K	0.03%	404
2026 Q1	–	Sell	-167	Closed	-$222K	–	424
2025 Q4	$222K	Hold	167	–	–	0.03%	371
2025 Q3	$220K	Sell	167 -36	-18%	-$51.5K	0.03%	386
2025 Q2	$309K	Buy	203 +20	+11%	+$28.1K	0.05%	270
2025 Q1	$253K	Buy	183 +6	+3%	+$8K	0.04%	302
2024 Q4	$224K	Sell	177 -7	-4%	-$9.22K	0.04%	314
2024 Q3	$263K	Sell	184 -15	-8%	-$19.5K	0.04%	296
2024 Q2	$254K	Buy	+199	New	+$255K	0.05%	285
2019 Q2	–	Sell	-15	Closed	-$7K	–	809
2019 Q1	$7K	Buy	15 +12	+400%	+$4.87K	﹤0.01%	704
2018 Q4	$1K	Sell	3 -40	-93%	-$13.7K	﹤0.01%	939
2018 Q3	$16K	Hold	43	–	–	0.01%	410
2018 Q2	$16K	Hold	43	–	–	0.01%	418
2018 Q1	$13K	Hold	43	–	–	0.01%	431
2017 Q4	$11K	Buy	+43	New	+$11.7K	﹤0.01%	452

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

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

Legacy Financial Advisors opened a new position in TransDigm Group (TDG) in Q2 2026: 164 shares worth $218K. The stake represents 0.03% of the portfolio and ranks #404 among its holdings. This is a return to the name: Legacy Financial Advisors previously reported a position in TDG as recently as Q4 2025.

Legacy Financial Advisors first reported a position in TDG in Q4 2017 and has held it in 14 quarters since. The position peaked at $309K in Q2 2025. 1,144 funds tracked by Wall St. Rank hold TDG as of Q2 2026.

Legacy Financial Advisors held 164 shares of TransDigm Group worth $218K as of Q2 2026.
TransDigm Group was a new Legacy Financial Advisors position in Q2 2026.
TransDigm Group made up 0.03% of Legacy Financial Advisors's portfolio in Q2 2026, its #404 holding.
Legacy Financial Advisors first reported a position in TransDigm Group in Q4 2017 and has held it in 14 quarters since.
Legacy Financial Advisors's TransDigm Group position peaked at $309K in Q2 2025.
1,144 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.