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Loring Wolcott & Coolidge Fiduciary Advisors’s TransDigm Group TDG Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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 		$2.18M Buy
1,640
+220
+15% +$270K 0.02% 125
2026
Q1 		$1.71M Sell
1,420
-4
-0.3% -$5.24K 0.02% 129
2025
Q4 		$2.03M Buy
1,424
+300
+27% +$393K 0.02% 125
2025
Q3 		$1.52M Buy
1,124
+851
+312% +$1.22M 0.01% 140
2025
Q2 		$415K Sell
273
-29
-10% -$40.7K ﹤0.01% 222
2025
Q1 		$408K Buy
302
+4
+1% +$5.33K ﹤0.01% 225
2024
Q4 		$401K Sell
298
-8
-3% -$10.5K ﹤0.01% 230
2024
Q3 		$412K Buy
306
+126
+70% +$164K ﹤0.01% 226
2024
Q2 		$230K Hold
180
– – ﹤0.01% 262
2024
Q1 		$216K Hold
180
– – ﹤0.01% 268
2023
Q4 		$197K Buy
180
+10
+6% +$9.22K ﹤0.01% 283
2023
Q3 		$148K Buy
170
+23
+16% +$20.2K ﹤0.01% 314
2023
Q2 		$131K Buy
147
+7
+5% +$5.54K ﹤0.01% 337
2023
Q1 		$103K Buy
140
+115
+460% +$82.2K ﹤0.01% 340
2022
Q4 		$15.7K Buy
+25
New +$14.7K ﹤0.01% 477
2022
Q3 		– Sell
-99
Closed -$53K – 636
2022
Q2 		$53K Hold
99
– – ﹤0.01% 419
2022
Q1 		$65K Buy
+99
New +$63.6K ﹤0.01% 420
2021
Q3 		– Sell
-7
Closed -$5K – 919
2021
Q2 		$5K Buy
+7
New +$4.39K ﹤0.01% 748
2015
Q4 		– Sell
-820
Closed -$184K – 674
2015
Q3 		$184K Hold
820
– – ﹤0.01% 283
2015
Q2 		$184K Hold
820
– – ﹤0.01% 283
2015
Q1 		$179K Sell
820
-180
-18% -$37.9K ﹤0.01% 299
2014
Q4 		$196K Hold
1,000
– – 0.01% 280
2014
Q3 		$184K Hold
1,000
– – 0.01% 281
2014
Q2 		$167K Hold
1,000
– – ﹤0.01% 293
2014
Q1 		$185K Buy
+1,000
New +$175K 0.01% 272

Other funds holding TDG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's TDG Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors increased its TransDigm Group (TDG) stake by 15% in Q2 2026, buying an estimated $270K and bringing the position to 1,640 shares worth $2.18M. The position accounts for 0.02% of the portfolio, ranked #125.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in TDG in Q1 2014 and has held it in 25 quarters since. 611 funds tracked by Wall St. Rank hold TDG as of Q2 2026.

  • Loring Wolcott & Coolidge Fiduciary Advisors held 1,640 shares of TransDigm Group worth $2.18M as of Q2 2026.
  • Loring Wolcott & Coolidge Fiduciary Advisors bought 220 TransDigm Group shares in Q2 2026, an estimated $270K.
  • TransDigm Group made up 0.02% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #125 holding.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in TransDigm Group in Q1 2014 and has held it in 25 quarters since.
  • 611 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.