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Triad Wealth Partners’s TransDigm Group TDG Stock Holding History

Triad 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 		$230K Buy
+179
New +$220K 0.01% 507
2025
Q3 		– Sell
-143
Closed -$217K – 384
2025
Q2 		$217K Sell
143
-3
-2% -$4.21K 0.04% 269
2025
Q1 		$202K Buy
+146
New +$195K 0.06% 211
2024
Q3 		– Sell
-106
Closed -$135K – 810
2024
Q2 		$135K Buy
+106
New +$136K 0.07% 125

Other funds holding TDG

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Triad Wealth Partners opened a new position in TransDigm Group (TDG) in Q2 2026: 179 shares worth $230K. The stake represents 0.01% of the portfolio and ranks #507 among its holdings. This is a return to the name: Triad Wealth Partners previously reported a position in TDG as recently as Q2 2025.

Triad Wealth Partners first reported a position in TDG in Q2 2024 and has held it in 4 quarters since. 1,143 funds tracked by Wall St. Rank hold TDG as of Q2 2026.

  • Triad Wealth Partners held 179 shares of TransDigm Group worth $230K as of Q2 2026.
  • TransDigm Group was a new Triad Wealth Partners position in Q2 2026.
  • TransDigm Group made up 0.01% of Triad Wealth Partners's portfolio in Q2 2026, its #507 holding.
  • Triad Wealth Partners first reported a position in TransDigm Group in Q2 2024 and has held it in 4 quarters since.
  • 1,143 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.