U.S. Capital 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
Q1
$217K Hold
187
0.01% 928
2025
Q4
$249K Buy
187
+31
+20% +$40.6K 0.01% 859
2025
Q3
$206K Sell
156
-55
-26% -$78.6K 0.01% 889
2025
Q2
$321K Buy
211
+22
+12% +$30.9K 0.01% 700
2025
Q1
$262K Sell
189
-86
-31% -$115K 0.01% 736
2024
Q4
$349K Buy
+275
New +$362K 0.01% 652

Other funds holding TDG

U.S. Capital Wealth Advisors's TDG Position: Q1 2026 in Review

U.S. Capital Wealth Advisors held its TransDigm Group (TDG) position steady in Q1 2026 at 187 shares worth $217K. The position accounts for 0.01% of the portfolio, ranked #928.

U.S. Capital Wealth Advisors first reported a position in TDG in Q4 2024 and has held it in 6 quarters since. The position peaked at $349K in Q4 2024. 1,108 funds tracked by Wall St. Rank hold TDG as of Q1 2026.

  • U.S. Capital Wealth Advisors held 187 shares of TransDigm Group worth $217K as of Q1 2026.
  • U.S. Capital Wealth Advisors left its TransDigm Group share count unchanged in Q1 2026.
  • TransDigm Group made up 0.01% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #928 holding.
  • U.S. Capital Wealth Advisors first reported a position in TransDigm Group in Q4 2024 and has held it in 6 quarters since.
  • U.S. Capital Wealth Advisors's TransDigm Group position peaked at $349K in Q4 2024.
  • 1,108 funds tracked by Wall St. Rank held TransDigm Group as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.