Strategic Wealth Partners’s TransDigm Group TDG Stock Holding History

Strategic Wealth Partners’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	$25.3K	Sell	19 -21	-53%	-$25.8K	﹤0.01%	685
2026 Q1	$46.1K	Buy	40 +1	+3%	+$1.31K	﹤0.01%	530
2025 Q4	$51.9K	Hold	39	–	–	﹤0.01%	518
2025 Q3	$51.4K	Sell	39 -536	-93%	-$766K	﹤0.01%	546
2025 Q2	$874K	Buy	+575	New	+$808K	0.07%	167
2019 Q2	–	Sell	-10	Closed	-$5K	–	817
2019 Q1	$5K	Buy	+10	New	+$4.06K	﹤0.01%	639

Other funds holding TDG

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Strategic Wealth Partners's TDG Position: Q2 2026 in Review

Strategic Wealth Partners reduced its TransDigm Group (TDG) stake by 53% in Q2 2026, selling an estimated $25.8K and leaving 19 shares worth $25.3K. The position accounts for ﹤0.01% of the portfolio, ranked #685.

Strategic Wealth Partners first reported a position in TDG in Q1 2019 and has held it in 6 quarters since. The position peaked at $874K in Q2 2025. 1,141 funds tracked by Wall St. Rank hold TDG as of Q2 2026.

Strategic Wealth Partners held 19 shares of TransDigm Group worth $25.3K as of Q2 2026.
Strategic Wealth Partners sold 21 TransDigm Group shares in Q2 2026, an estimated $25.8K.
TransDigm Group made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #685 holding.
Strategic Wealth Partners first reported a position in TransDigm Group in Q1 2019 and has held it in 6 quarters since.
Strategic Wealth Partners's TransDigm Group position peaked at $874K in Q2 2025.
1,141 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.