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Retirement Wealth Solutions’s TransDigm Group TDG Stock Holding History

Retirement Wealth Solutions’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
Q3 		$3.25K Buy
3
+2
+200% +$2.4K ﹤0.01% 485
2026
Q2 		$1.33K Hold
1
– – ﹤0.01% 593
2026
Q1 		$1.16K Hold
1
– – ﹤0.01% 616
2025
Q4 		$1.33K Hold
1
– – ﹤0.01% 535
2025
Q3 		$1.32K Buy
+1
New +$1.43K ﹤0.01% 511

Other funds holding TDG

ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
EFG
Elm3 Financial Group Alpharetta, Georgia $150M AUM 21.63% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Retirement Wealth Solutions's TDG Position: Q3 2026 in Review

Retirement Wealth Solutions increased its TransDigm Group (TDG) stake by 200% in Q3 2026, buying an estimated $2.4K and bringing the position to 3 shares worth $3.25K. The position accounts for ﹤0.01% of the portfolio, ranked #485.

Retirement Wealth Solutions first reported a position in TDG in Q3 2025 and has held it in 5 quarters since. 32 funds tracked by Wall St. Rank hold TDG as of Q3 2026.

  • Retirement Wealth Solutions held 3 shares of TransDigm Group worth $3.25K as of Q3 2026.
  • Retirement Wealth Solutions bought 2 TransDigm Group shares in Q3 2026, an estimated $2.4K.
  • TransDigm Group made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #485 holding.
  • Retirement Wealth Solutions first reported a position in TransDigm Group in Q3 2025 and has held it in 5 quarters since.
  • 32 funds tracked by Wall St. Rank held TransDigm Group as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.