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Twin Peaks Wealth Advisors’s TransDigm Group TDG Stock Holding History

Twin Peaks Wealth Advisors’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 		– Sell
-12
Closed -$13.9K – 1979
2026
Q1 		$13.9K Buy
+12
New +$15.7K ﹤0.01% 887
2025
Q3 		– Sell
-13
Closed -$18K – 1904
2025
Q2 		$18K Buy
+13
New +$18.3K 0.01% 643

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

Twin Peaks Wealth Advisors's TDG Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of TransDigm Group (TDG) in Q2 2026, closing a stake of 12 shares — an estimated $13.9K sold.

Twin Peaks Wealth Advisors first reported a position in TDG in Q2 2025 and held it in 2 quarters. The position peaked at $18K in Q2 2025. 1,138 funds tracked by Wall St. Rank hold TDG as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining TransDigm Group position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 12 TransDigm Group shares in Q2 2026, an estimated $13.9K.
  • Twin Peaks Wealth Advisors first reported a position in TransDigm Group in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's TransDigm Group position peaked at $18K in Q2 2025.
  • 1,138 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.