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Merit Financial Group’s TransDigm Group TDG Stock Holding History

Merit Financial Group’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 		$1.64M Sell
1,234
-41
-3% -$50.3K 0.01% 841
2026
Q1 		$1.48M Hold
1,275
– – 0.01% 810
2025
Q4 		$1.69M Buy
1,275
+86
+7% +$113K 0.01% 707
2025
Q3 		$1.57M Buy
1,189
+22
+2% +$31.4K 0.01% 666
2025
Q2 		$1.78M Buy
1,167
+354
+44% +$497K 0.02% 568
2025
Q1 		$1.12M Buy
813
+230
+39% +$307K 0.02% 614
2024
Q4 		$739K Buy
583
+88
+18% +$116K 0.01% 589
2024
Q3 		$706K Sell
495
-86
-15% -$112K 0.02% 488
2024
Q2 		$742K Sell
581
-94
-14% -$121K 0.02% 491
2024
Q1 		$873K Buy
675
+14
+2% +$15.8K 0.02% 441
2023
Q4 		$668K Buy
661
+25
+4% +$23.1K 0.02% 412
2023
Q3 		$536K Buy
636
+103
+19% +$90.4K 0.02% 444
2023
Q2 		$477K Buy
+533
New +$422K 0.02% 481

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

Merit Financial Group's TDG Position: Q2 2026 in Review

Merit Financial Group reduced its TransDigm Group (TDG) stake by 3.2% in Q2 2026, selling an estimated $50.3K and leaving 1,234 shares worth $1.64M. The position accounts for 0.01% of the portfolio, ranked #841.

Merit Financial Group first reported a position in TDG in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.78M in Q2 2025. 1,140 funds tracked by Wall St. Rank hold TDG as of Q2 2026.

  • Merit Financial Group held 1,234 shares of TransDigm Group worth $1.64M as of Q2 2026.
  • Merit Financial Group sold 41 TransDigm Group shares in Q2 2026, an estimated $50.3K.
  • TransDigm Group made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #841 holding.
  • Merit Financial Group first reported a position in TransDigm Group in Q2 2023 and has held it in 13 quarters since.
  • Merit Financial Group's TransDigm Group position peaked at $1.78M in Q2 2025.
  • 1,140 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.