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Prospera Financial Services’s TransDigm Group TDG Stock Holding History

Prospera Financial Services’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 		$9.61M Buy
7,218
+269
+4% +$330K 0.14% 162
2026
Q1 		$8.06M Buy
6,949
+597
+9% +$783K 0.13% 171
2025
Q4 		$8.45M Buy
6,352
+332
+6% +$435K 0.14% 164
2025
Q3 		$7.94M Buy
6,020
+1,013
+20% +$1.45M 0.14% 160
2025
Q2 		$7.62M Buy
+5,007
New +$7.03M 0.14% 157
2024
Q4 		– Sell
-145
Closed -$207K – 1184
2024
Q3 		$207K Buy
+145
New +$189K 0.01% 1070
2022
Q3 		– Sell
-113
Closed -$61K – 1510
2022
Q2 		$61K Sell
113
-50
-31% -$29.5K ﹤0.01% 997
2022
Q1 		$106K Buy
+163
New +$105K ﹤0.01% 1094
2020
Q4 		– Sell
-251
Closed -$119K – 1477
2020
Q3 		$119K Buy
+251
New +$118K 0.05% 366

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
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
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
P
PensionDanmark Copenhagen O, Denmark $12B AUM

Prospera Financial Services's TDG Position: Q2 2026 in Review

Prospera Financial Services increased its TransDigm Group (TDG) stake by 3.9% in Q2 2026, buying an estimated $330K and bringing the position to 7,218 shares worth $9.61M. The position accounts for 0.14% of the portfolio, ranked #162.

Prospera Financial Services first reported a position in TDG in Q3 2020 and has held it in 9 quarters since. 148 funds tracked by Wall St. Rank hold TDG as of Q2 2026.

  • Prospera Financial Services held 7,218 shares of TransDigm Group worth $9.61M as of Q2 2026.
  • Prospera Financial Services bought 269 TransDigm Group shares in Q2 2026, an estimated $330K.
  • TransDigm Group made up 0.14% of Prospera Financial Services's portfolio in Q2 2026, its #162 holding.
  • Prospera Financial Services first reported a position in TransDigm Group in Q3 2020 and has held it in 9 quarters since.
  • 148 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.