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True Wealth Design’s TransDigm Group TDG Stock Holding History

True Wealth Design’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 		$5.33K Sell
4
-8
-67% -$9.82K ﹤0.01% 1299
2026
Q1 		$13.9K Buy
12
+5
+71% +$6.55K ﹤0.01% 857
2025
Q4 		$9.31K Buy
7
+1
+17% +$1.31K ﹤0.01% 891
2025
Q3 		$7.67K Sell
6
-2
-25% -$2.86K ﹤0.01% 933
2025
Q2 		$11.9K Buy
8
+5
+167% +$7.02K ﹤0.01% 513
2025
Q1 		$3.9K Sell
3
-1
-25% -$1.33K ﹤0.01% 763
2024
Q4 		$4.84K Buy
4
+1
+33% +$1.32K ﹤0.01% 539
2024
Q3 		$4.28K Buy
3
+1
+50% +$1.3K ﹤0.01% 594
2024
Q2 		$2.56K Hold
2
– – ﹤0.01% 339
2024
Q1 		$2.46K Buy
2
+1
+100% +$1.13K ﹤0.01% 325
2023
Q4 		$1.01K Hold
1
– – ﹤0.01% 354
2023
Q3 		$844 Hold
1
– – ﹤0.01% 343
2023
Q2 		$895 Hold
1
– – ﹤0.01% 343
2023
Q1 		$738 Hold
1
– – ﹤0.01% 445
2022
Q4 		$630 Buy
+1
New +$589 ﹤0.01% 406

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

True Wealth Design's TDG Position: Q2 2026 in Review

True Wealth Design reduced its TransDigm Group (TDG) stake by 67% in Q2 2026, selling an estimated $9.82K and leaving 4 shares worth $5.33K. The position accounts for ﹤0.01% of the portfolio, ranked #1299.

True Wealth Design first reported a position in TDG in Q4 2022 and has held it in 15 quarters since. The position peaked at $13.9K in Q1 2026. 1,140 funds tracked by Wall St. Rank hold TDG as of Q2 2026.

  • True Wealth Design held 4 shares of TransDigm Group worth $5.33K as of Q2 2026.
  • True Wealth Design sold 8 TransDigm Group shares in Q2 2026, an estimated $9.82K.
  • TransDigm Group made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1299 holding.
  • True Wealth Design first reported a position in TransDigm Group in Q4 2022 and has held it in 15 quarters since.
  • True Wealth Design's TransDigm Group position peaked at $13.9K in Q1 2026.
  • 1,140 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.