SWM
TDG icon

Spire Wealth Management’s TransDigm Group TDG Stock Holding History

Spire 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 		$277K Sell
208
-4
-2% -$4.91K 0.01% 692
2026
Q1 		$245K Sell
212
-330
-61% -$433K 0.01% 720
2025
Q4 		$721K Sell
542
-79
-13% -$104K 0.02% 461
2025
Q3 		$818K Sell
621
-3,173
-84% -$4.54M 0.03% 411
2025
Q2 		$5.62M Sell
3,794
-1,785
-32% -$2.51M 0.2% 95
2025
Q1 		$7.72M Buy
5,579
+4
+0.1% +$5.33K 0.25% 88
2024
Q4 		$7.07M Buy
5,575
+43
+0.8% +$56.7K 0.22% 95
2024
Q3 		$7.89M Buy
5,532
+5,309
+2,381% +$6.9M 0.27% 84
2024
Q2 		$285K Sell
223
-167
-43% -$214K 0.01% 629
2024
Q1 		$480K Buy
390
+42
+12% +$47.3K 0.01% 524
2023
Q4 		$368K Buy
348
+147
+73% +$136K 0.01% 590
2023
Q3 		$169K Buy
201
+35
+21% +$30.7K 0.01% 763
2023
Q2 		$148K Buy
166
+11
+7% +$8.7K 0.01% 826
2023
Q1 		$114K Buy
155
+14
+10% +$10K ﹤0.01% 923
2022
Q4 		$89K Hold
141
– – 0.01% 790
2022
Q3 		$74K Hold
141
– – ﹤0.01% 810
2022
Q2 		$76K Sell
141
-95
-40% -$56.1K ﹤0.01% 1136
2022
Q1 		$154K Sell
236
-63
-21% -$40.5K ﹤0.01% 999
2021
Q4 		$190K Buy
299
+63
+27% +$39.4K ﹤0.01% 1118
2021
Q3 		$147K Buy
236
+12
+5% +$7.5K ﹤0.01% 1042
2021
Q2 		$145K Sell
224
-59
-21% -$37K ﹤0.01% 1062
2021
Q1 		$166K Buy
+283
New +$167K ﹤0.01% 1152

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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

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

Spire Wealth Management reduced its TransDigm Group (TDG) stake by 1.9% in Q2 2026, selling an estimated $4.91K and leaving 208 shares worth $277K. The position accounts for 0.01% of the portfolio, ranked #692.

Spire Wealth Management first reported a position in TDG in Q1 2021 and has held it in 22 quarters since. The position peaked at $7.89M in Q3 2024. 252 funds tracked by Wall St. Rank hold TDG as of Q2 2026.

  • Spire Wealth Management held 208 shares of TransDigm Group worth $277K as of Q2 2026.
  • Spire Wealth Management sold 4 TransDigm Group shares in Q2 2026, an estimated $4.91K.
  • TransDigm Group made up 0.01% of Spire Wealth Management's portfolio in Q2 2026, its #692 holding.
  • Spire Wealth Management first reported a position in TransDigm Group in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's TransDigm Group position peaked at $7.89M in Q3 2024.
  • 252 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.