Physician Wealth Advisors’s TransDigm Group TDG Stock Holding History

Physician Wealth 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	$21.3K	Buy	16 +12	+300%	+$14.7K	﹤0.01%	645
2026 Q1	$4.64K	Sell	4 -11	-73%	-$14.4K	﹤0.01%	1032
2025 Q4	$19.9K	Buy	15 +6	+67%	+$7.87K	﹤0.01%	586
2025 Q3	$11.9K	Buy	9 +8	+800%	+$11.4K	﹤0.01%	712
2025 Q2	$1.52K	Hold	1	–	–	﹤0.01%	1160
2025 Q1	$1.38K	Sell	1 -15	-94%	-$20K	﹤0.01%	945
2024 Q4	$20.3K	Buy	+16	New	+$21.1K	﹤0.01%	505

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

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 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

RDWM

Red Door Wealth Management Memphis, Tennessee $1.1B AUM 31.77% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Physician Wealth Advisors's TDG Position: Q2 2026 in Review

Physician Wealth Advisors increased its TransDigm Group (TDG) stake by 300% in Q2 2026, buying an estimated $14.7K and bringing the position to 16 shares worth $21.3K. The position accounts for ﹤0.01% of the portfolio, ranked #645.

Physician Wealth Advisors first reported a position in TDG in Q4 2024 and has held it in 7 quarters since. 222 funds tracked by Wall St. Rank hold TDG as of Q2 2026.

Physician Wealth Advisors held 16 shares of TransDigm Group worth $21.3K as of Q2 2026.
Physician Wealth Advisors bought 12 TransDigm Group shares in Q2 2026, an estimated $14.7K.
TransDigm Group made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #645 holding.
Physician Wealth Advisors first reported a position in TransDigm Group in Q4 2024 and has held it in 7 quarters since.
222 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2026.

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