Turtle Creek Wealth Advisors’s TransDigm Group TDG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$378K Buy
284
+48
+20% +$58.9K 0.02% 311
2026
Q1
$274K Buy
236
+14
+6% +$18.4K 0.02% 335
2025
Q4
$295K Sell
222
-48
-18% -$62.9K 0.02% 306
2025
Q3
$356K Buy
270
+76
+39% +$109K 0.03% 254
2025
Q2
$295K Buy
+194
New +$272K 0.03% 218
2024
Q1
Sell
-72
Closed -$72.8K 741
2023
Q4
$72.8K Buy
+72
New +$66.4K 0.02% 229

Other funds holding TDG

Turtle Creek Wealth Advisors's TDG Position: Q2 2026 in Review

Turtle Creek Wealth Advisors increased its TransDigm Group (TDG) stake by 20% in Q2 2026, buying an estimated $58.9K and bringing the position to 284 shares worth $378K. The position accounts for 0.02% of the portfolio, ranked #311.

Turtle Creek Wealth Advisors first reported a position in TDG in Q4 2023 and has held it in 6 quarters since. 1,143 funds tracked by Wall St. Rank hold TDG as of Q2 2026.

  • Turtle Creek Wealth Advisors held 284 shares of TransDigm Group worth $378K as of Q2 2026.
  • Turtle Creek Wealth Advisors bought 48 TransDigm Group shares in Q2 2026, an estimated $58.9K.
  • TransDigm Group made up 0.02% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #311 holding.
  • Turtle Creek Wealth Advisors first reported a position in TransDigm Group in Q4 2023 and has held it in 6 quarters since.
  • 1,143 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.