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Provenance Wealth Advisors’s TransDigm Group TDG Stock Holding History

Provenance 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 		$1.33K Buy
+1
New +$1.23K ﹤0.01% 488
2024
Q1 		– Sell
-2
Closed -$2.02K – 608
2023
Q4 		$2.02K Buy
+2
New +$1.84K ﹤0.01% 454

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

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

Provenance Wealth Advisors opened a new position in TransDigm Group (TDG) in Q2 2026: 1 share worth $1.33K. The stake represents ﹤0.01% of the portfolio and ranks #488 among its holdings. This is a return to the name: Provenance Wealth Advisors previously reported a position in TDG as recently as Q4 2023.

Provenance Wealth Advisors first reported a position in TDG in Q4 2023 and has held it in 2 quarters since. The position peaked at $2.02K in Q4 2023. 1,144 funds tracked by Wall St. Rank hold TDG as of Q2 2026.

  • Provenance Wealth Advisors held 1 share of TransDigm Group worth $1.33K as of Q2 2026.
  • TransDigm Group was a new Provenance Wealth Advisors position in Q2 2026.
  • TransDigm Group made up ﹤0.01% of Provenance Wealth Advisors's portfolio in Q2 2026, its #488 holding.
  • Provenance Wealth Advisors first reported a position in TransDigm Group in Q4 2023 and has held it in 2 quarters since.
  • Provenance Wealth Advisors's TransDigm Group position peaked at $2.02K in Q4 2023.
  • 1,144 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2026.

Based on Provenance Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.