MWM
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Mission Wealth Management’s TransDigm Group TDG Stock Holding History

Mission Wealth Management’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 		$279K Buy
+210
New +$258K ﹤0.01% 904
2025
Q4 		– Sell
-167
Closed -$221K – 761
2025
Q3 		$221K Buy
167
+10
+6% +$14.3K ﹤0.01% 657
2025
Q2 		$239K Sell
157
-3
-2% -$4.21K 0.01% 619
2025
Q1 		$221K Sell
160
-7
-4% -$9.33K 0.01% 622
2024
Q4 		$212K Sell
167
-993
-86% -$1.31M ﹤0.01% 621
2024
Q3 		$1.66M Sell
1,160
-269
-19% -$350K 0.04% 205
2024
Q2 		$1.83M Buy
+1,429
New +$1.83M 0.05% 182

Other funds holding TDG

DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BFS
Baskin Financial Services Toronto, Ontario, Canada $1.27B AUM 9.68% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

Mission Wealth Management's TDG Position: Q2 2026 in Review

Mission Wealth Management opened a new position in TransDigm Group (TDG) in Q2 2026: 210 shares worth $279K. The stake represents ﹤0.01% of the portfolio and ranks #904 among its holdings. This is a return to the name: Mission Wealth Management previously reported a position in TDG as recently as Q3 2025.

Mission Wealth Management first reported a position in TDG in Q2 2024 and has held it in 7 quarters since. The position peaked at $1.83M in Q2 2024. 252 funds tracked by Wall St. Rank hold TDG as of Q2 2026.

  • Mission Wealth Management held 210 shares of TransDigm Group worth $279K as of Q2 2026.
  • TransDigm Group was a new Mission Wealth Management position in Q2 2026.
  • TransDigm Group made up ﹤0.01% of Mission Wealth Management's portfolio in Q2 2026, its #904 holding.
  • Mission Wealth Management first reported a position in TransDigm Group in Q2 2024 and has held it in 7 quarters since.
  • Mission Wealth Management's TransDigm Group position peaked at $1.83M in Q2 2024.
  • 252 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.