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TDG icon

NewEdge Wealth’s TransDigm Group TDG Stock Holding History

NewEdge Wealth’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 		$381K Sell
286
-162
-36% -$199K ﹤0.01% 949
2026
Q1 		$519K Sell
448
-782
-64% -$1.03M 0.01% 804
2025
Q4 		$1.64M Buy
1,230
+570
+86% +$747K 0.02% 507
2025
Q3 		$836K Buy
660
+205
+45% +$293K 0.01% 604
2025
Q2 		$650K Sell
455
-27
-6% -$37.9K 0.01% 633
2025
Q1 		$666K Sell
482
-16
-3% -$21.3K 0.01% 556
2024
Q4 		$631K Buy
498
+70
+16% +$92.2K 0.01% 591
2024
Q3 		$611K Buy
+428
New +$557K 0.01% 576
2024
Q2 		– Sell
-233
Closed -$296K – 819
2024
Q1 		$296K Buy
+233
New +$262K 0.01% 668
2022
Q3 		– Sell
-419
Closed -$225K – 593
2022
Q2 		$225K Buy
419
+1
+0.2% +$590 0.01% 511
2022
Q1 		$272K Hold
418
– – 0.01% 368
2021
Q4 		$266K Hold
418
– – 0.01% 355
2021
Q3 		$261K Hold
418
– – 0.02% 258
2021
Q2 		$271K Hold
418
– – 0.02% 249
2021
Q1 		$246K Buy
+418
New +$246K 0.02% 269

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

NewEdge Wealth's TDG Position: Q2 2026 in Review

NewEdge Wealth reduced its TransDigm Group (TDG) stake by 36% in Q2 2026, selling an estimated $199K and leaving 286 shares worth $381K. The position accounts for ﹤0.01% of the portfolio, ranked #949.

NewEdge Wealth first reported a position in TDG in Q1 2021 and has held it in 15 quarters since. The position peaked at $1.64M in Q4 2025. 1,144 funds tracked by Wall St. Rank hold TDG as of Q2 2026.

  • NewEdge Wealth held 286 shares of TransDigm Group worth $381K as of Q2 2026.
  • NewEdge Wealth sold 162 TransDigm Group shares in Q2 2026, an estimated $199K.
  • TransDigm Group made up ﹤0.01% of NewEdge Wealth's portfolio in Q2 2026, its #949 holding.
  • NewEdge Wealth first reported a position in TransDigm Group in Q1 2021 and has held it in 15 quarters since.
  • NewEdge Wealth's TransDigm Group position peaked at $1.64M in Q4 2025.
  • 1,144 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.