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

Private Wealth Management Group’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 		$6.66K Hold
5
– – ﹤0.01% 725
2026
Q1 		$5.79K Buy
5
+1
+25% +$1.31K ﹤0.01% 714
2025
Q4 		$5.32K Hold
4
– – ﹤0.01% 744
2025
Q3 		$5.27K Hold
4
– – ﹤0.01% 772
2025
Q2 		$6.08K Hold
4
– – ﹤0.01% 671
2025
Q1 		$5.53K Hold
4
– – ﹤0.01% 682
2024
Q4 		$5.07K Buy
+4
New +$5.27K ﹤0.01% 737

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

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

Private Wealth Management Group held its TransDigm Group (TDG) position steady in Q2 2026 at 5 shares worth $6.66K. The position accounts for ﹤0.01% of the portfolio, ranked #725.

Private Wealth Management Group first reported a position in TDG in Q4 2024 and has held it in 7 quarters since. 1,140 funds tracked by Wall St. Rank hold TDG as of Q2 2026.

  • Private Wealth Management Group held 5 shares of TransDigm Group worth $6.66K as of Q2 2026.
  • Private Wealth Management Group left its TransDigm Group share count unchanged in Q2 2026.
  • TransDigm Group made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #725 holding.
  • Private Wealth Management Group first reported a position in TransDigm Group in Q4 2024 and has held it in 7 quarters since.
  • 1,140 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.