Private Wealth Asset Management’s TransDigm Group TDG Stock Holding History

Private Wealth Asset 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	$144K	Sell	108 -5	-4%	-$6.14K	0.01%	299
2026 Q1	$131K	Hold	113	–	–	0.01%	297
2025 Q4	$150K	Hold	113	–	–	0.02%	285
2025 Q3	$149K	Sell	113 -40	-26%	-$57.2K	0.02%	268
2025 Q2	$233K	Buy	153 +39	+34%	+$54.8K	0.03%	220
2025 Q1	$158K	Buy	+114	New	+$152K	0.02%	256

Other funds holding TDG

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Private Wealth Asset Management's TDG Position: Q2 2026 in Review

Private Wealth Asset Management reduced its TransDigm Group (TDG) stake by 4.4% in Q2 2026, selling an estimated $6.14K and leaving 108 shares worth $144K. The position accounts for 0.01% of the portfolio, ranked #299.

Private Wealth Asset Management first reported a position in TDG in Q1 2025 and has held it in 6 quarters since. The position peaked at $233K in Q2 2025. 1,140 funds tracked by Wall St. Rank hold TDG as of Q2 2026.

Private Wealth Asset Management held 108 shares of TransDigm Group worth $144K as of Q2 2026.
Private Wealth Asset Management sold 5 TransDigm Group shares in Q2 2026, an estimated $6.14K.
TransDigm Group made up 0.01% of Private Wealth Asset Management's portfolio in Q2 2026, its #299 holding.
Private Wealth Asset Management first reported a position in TransDigm Group in Q1 2025 and has held it in 6 quarters since.
Private Wealth Asset Management's TransDigm Group position peaked at $233K in Q2 2025.
1,140 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.