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United Capital Financial Advisors’s TransDigm Group TDG Stock Holding History

United Capital Financial 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 		$2.22M Sell
1,668
-32
-2% -$39.3K 0.01% 556
2026
Q1 		$1.97M Buy
1,700
+336
+25% +$440K 0.01% 554
2025
Q4 		$1.81M Buy
1,364
+9
+0.7% +$11.8K 0.01% 555
2025
Q3 		$1.79M Buy
1,355
+16
+1% +$22.9K 0.01% 495
2025
Q2 		$2.04M Buy
1,339
+9
+0.7% +$12.6K 0.02% 440
2025
Q1 		$1.84M Buy
1,330
+97
+8% +$129K 0.02% 440
2024
Q4 		$1.56M Buy
1,233
+17
+1% +$22.4K 0.01% 469
2024
Q3 		$1.74M Buy
1,216
+5
+0.4% +$6.5K 0.01% 445
2024
Q2 		$1.55M Sell
1,211
-32
-3% -$41K 0.01% 450
2024
Q1 		$1.53M Sell
1,243
-44
-3% -$49.5K 0.01% 478
2023
Q4 		$1.3M Buy
+1,287
New +$1.19M 0.01% 499
2023
Q2 		– Sell
-836
Closed -$616K – 971
2023
Q1 		$616K Buy
+836
New +$597K ﹤0.01% 686
2020
Q2 		– Sell
-8,681
Closed -$2.78M – 1257
2020
Q1 		$2.78M Buy
8,681
+997
+13% +$543K 0.02% 436
2019
Q4 		$4.3M Buy
7,684
+76
+1% +$41.6K 0.03% 449
2019
Q3 		$3.96M Buy
7,608
+248
+3% +$127K 0.03% 462
2019
Q2 		$3.56M Buy
7,360
+761
+12% +$356K 0.02% 482
2019
Q1 		$3M Buy
+6,599
New +$2.68M 0.02% 511
2016
Q3 		– Sell
-798
Closed -$211K – 1309
2016
Q2 		$211K Sell
798
-698
-47% -$170K ﹤0.01% 1155
2016
Q1 		$330K Buy
1,496
+225
+18% +$49.1K ﹤0.01% 985
2015
Q4 		$290K Sell
1,271
-525
-29% -$118K ﹤0.01% 1031
2015
Q3 		$381K Buy
1,796
+862
+92% +$197K ﹤0.01% 981
2015
Q2 		$210K Sell
934
-101
-10% -$22.6K ﹤0.01% 1173
2015
Q1 		$220K Buy
+1,035
New +$218K ﹤0.01% 1157

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

United Capital Financial Advisors's TDG Position: Q2 2026 in Review

United Capital Financial Advisors reduced its TransDigm Group (TDG) stake by 1.9% in Q2 2026, selling an estimated $39.3K and leaving 1,668 shares worth $2.22M. The position accounts for 0.01% of the portfolio, ranked #556.

United Capital Financial Advisors first reported a position in TDG in Q1 2015 and has held it in 23 quarters since. The position peaked at $4.3M in Q4 2019. 1,140 funds tracked by Wall St. Rank hold TDG as of Q2 2026.

  • United Capital Financial Advisors held 1,668 shares of TransDigm Group worth $2.22M as of Q2 2026.
  • United Capital Financial Advisors sold 32 TransDigm Group shares in Q2 2026, an estimated $39.3K.
  • TransDigm Group made up 0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #556 holding.
  • United Capital Financial Advisors first reported a position in TransDigm Group in Q1 2015 and has held it in 23 quarters since.
  • United Capital Financial Advisors's TransDigm Group position peaked at $4.3M in Q4 2019.
  • 1,140 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.