Shira Ridge Wealth Management’s TransDigm Group TDG Stock Holding History

Shira Ridge Wealth 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	$541K	Hold	406	–	–	0.19%	50
2026 Q1	$471K	Hold	406	–	–	0.19%	51
2025 Q4	$540K	Hold	406	–	–	0.22%	48
2025 Q3	$535K	Hold	406	–	–	0.23%	48
2025 Q2	$617K	Hold	406	–	–	0.28%	45
2025 Q1	$562K	Hold	406	–	–	0.28%	47
2024 Q4	$515K	Hold	406	–	–	0.25%	48
2024 Q3	$579K	Sell	406 -565	-58%	-$735K	0.3%	51
2024 Q2	$1.24M	Sell	971 -1,200	-55%	-$1.54M	0.69%	26
2024 Q1	$2.67M	Hold	2,171	–	–	1.53%	18
2023 Q4	$2.2M	Hold	2,171	–	–	1.32%	22
2023 Q3	$1.83M	Hold	2,171	–	–	1.2%	23
2023 Q2	$1.94M	Hold	2,171	–	–	1.22%	23
2023 Q1	$1.6M	Hold	2,171	–	–	1.06%	23
2022 Q4	$1.37M	Buy	+2,171	New	+$1.28M	0.94%	24

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

Chicago Capital Chicago, Illinois $4.15B AUM 31.09% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

GIM

Generate Investment Management Auckland, New Zealand $2.43B AUM 37.24% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 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

Shira Ridge Wealth Management's TDG Position: Q2 2026 in Review

Shira Ridge Wealth Management held its TransDigm Group (TDG) position steady in Q2 2026 at 406 shares worth $541K. The position accounts for 0.19% of the portfolio, ranked #50.

Shira Ridge Wealth Management first reported a position in TDG in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.67M in Q1 2024. 355 funds tracked by Wall St. Rank hold TDG as of Q2 2026.

Shira Ridge Wealth Management held 406 shares of TransDigm Group worth $541K as of Q2 2026.
Shira Ridge Wealth Management left its TransDigm Group share count unchanged in Q2 2026.
TransDigm Group made up 0.19% of Shira Ridge Wealth Management's portfolio in Q2 2026, its #50 holding.
Shira Ridge Wealth Management first reported a position in TransDigm Group in Q4 2022 and has held it in 15 quarters since.
Shira Ridge Wealth Management's TransDigm Group position peaked at $2.67M in Q1 2024.
355 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2026.

Based on Shira Ridge Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.