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SHP Wealth Management’s TransDigm Group TDG Stock Holding History

SHP 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 		$32.5K Buy
24
+13
+118% +$16K ﹤0.01% 647
2026
Q1 		$13.5K Buy
11
+6
+120% +$7.87K ﹤0.01% 828
2025
Q4 		$7.5K Buy
+5
New +$6.55K ﹤0.01% 907

Other funds holding TDG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

SHP Wealth Management's TDG Position: Q2 2026 in Review

SHP Wealth Management increased its TransDigm Group (TDG) stake by 118% in Q2 2026, buying an estimated $16K and bringing the position to 24 shares worth $32.5K. The position accounts for ﹤0.01% of the portfolio, ranked #647.

SHP Wealth Management first reported a position in TDG in Q4 2025 and has held it in 3 quarters since. 678 funds tracked by Wall St. Rank hold TDG as of Q2 2026.

  • SHP Wealth Management held 24 shares of TransDigm Group worth $32.5K as of Q2 2026.
  • SHP Wealth Management bought 13 TransDigm Group shares in Q2 2026, an estimated $16K.
  • TransDigm Group made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #647 holding.
  • SHP Wealth Management first reported a position in TransDigm Group in Q4 2025 and has held it in 3 quarters since.
  • 678 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.