MSWM
TDG icon

Mowery & Schoenfeld Wealth Management’s TransDigm Group TDG Stock Holding History

Mowery & Schoenfeld 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 		$10.7K Hold
8
– – 0.01% 237
2026
Q1 		$9.27K Hold
8
– – 0.01% 226
2025
Q4 		$10.6K Hold
8
– – 0.02% 243
2025
Q3 		$10.5K Sell
8
-1
-11% -$1.43K 0.02% 215
2025
Q2 		$13.7K Hold
9
– – 0.02% 196
2025
Q1 		$12.4K Hold
9
– – 0.02% 247
2024
Q4 		$11.4K Buy
+9
New +$11.9K 0.02% 217

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
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 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

Mowery & Schoenfeld Wealth Management's TDG Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management held its TransDigm Group (TDG) position steady in Q2 2026 at 8 shares worth $10.7K. The position accounts for 0.01% of the portfolio, ranked #237.

Mowery & Schoenfeld Wealth Management first reported a position in TDG in Q4 2024 and has held it in 7 quarters since. The position peaked at $13.7K in Q2 2025. 666 funds tracked by Wall St. Rank hold TDG as of Q2 2026.

  • Mowery & Schoenfeld Wealth Management held 8 shares of TransDigm Group worth $10.7K as of Q2 2026.
  • Mowery & Schoenfeld Wealth Management left its TransDigm Group share count unchanged in Q2 2026.
  • TransDigm Group made up 0.01% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #237 holding.
  • Mowery & Schoenfeld Wealth Management first reported a position in TransDigm Group in Q4 2024 and has held it in 7 quarters since.
  • Mowery & Schoenfeld Wealth Management's TransDigm Group position peaked at $13.7K in Q2 2025.
  • 666 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.