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Valeo Financial Advisors’s TransDigm Group TDG Stock Holding History

Valeo 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
Q3 		$338K Sell
312
-53
-15% -$63.7K 0.01% 591
2026
Q2 		$486K Buy
365
+153
+72% +$188K 0.01% 458
2026
Q1 		$245K Sell
212
-85
-29% -$111K 0.01% 622
2025
Q4 		$394K Buy
297
+18
+6% +$23.6K 0.01% 529
2025
Q3 		$368K Sell
279
-26
-9% -$37.2K 0.01% 539
2025
Q2 		$464K Buy
305
+5
+2% +$7.02K 0.01% 469
2025
Q1 		$414K Hold
300
– – 0.01% 455
2024
Q4 		$380K Buy
300
+5
+2% +$6.59K 0.01% 473
2024
Q3 		$421K Buy
295
+19
+7% +$24.7K 0.01% 451
2024
Q2 		$353K Buy
276
+5
+2% +$6.41K 0.01% 470
2024
Q1 		$336K Buy
271
+32
+13% +$36K 0.01% 468
2023
Q4 		$242K Buy
+239
New +$220K 0.01% 556
2022
Q2 		– Sell
-393
Closed -$256K – 641
2022
Q1 		$256K Buy
+393
New +$252K 0.01% 485
2021
Q2 		– Sell
-17
Closed -$10K – 1683
2021
Q1 		$10K Hold
17
– – ﹤0.01% 1366
2020
Q4 		$11K Hold
17
– – ﹤0.01% 1182
2020
Q3 		$8K Sell
17
-87
-84% -$40.9K ﹤0.01% 1147
2020
Q2 		$46K Buy
104
+25
+32% +$9.46K ﹤0.01% 764
2020
Q1 		$26K Buy
79
+25
+46% +$13.6K ﹤0.01% 817
2019
Q4 		$30K Sell
54
-6
-10% -$3.28K ﹤0.01% 818
2019
Q3 		$31K Hold
60
– – ﹤0.01% 737
2019
Q2 		$29K Sell
60
-19
-24% -$8.89K ﹤0.01% 749
2019
Q1 		$36K Sell
79
-2
-2% -$812 ﹤0.01% 639
2018
Q4 		$28K Hold
81
– – ﹤0.01% 624
2018
Q3 		$26K Sell
81
-1
-1% -$360 ﹤0.01% 693
2018
Q2 		$29K Hold
82
– – ﹤0.01% 668
2018
Q1 		$25K Hold
82
– – ﹤0.01% 659
2017
Q4 		$23K Buy
82
+49
+148% +$13.3K ﹤0.01% 644
2017
Q3 		$8K Buy
+33
New +$8.93K ﹤0.01% 765

Other funds holding TDG

ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
EFG
Elm3 Financial Group Alpharetta, Georgia $150M AUM 21.63% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Valeo Financial Advisors's TDG Position: Q3 2026 in Review

Valeo Financial Advisors reduced its TransDigm Group (TDG) stake by 15% in Q3 2026, selling an estimated $63.7K and leaving 312 shares worth $338K. The position accounts for 0.01% of the portfolio, ranked #591.

Valeo Financial Advisors first reported a position in TDG in Q3 2017 and has held it in 28 quarters since. The position peaked at $486K in Q2 2026. 32 funds tracked by Wall St. Rank hold TDG as of Q3 2026.

  • Valeo Financial Advisors held 312 shares of TransDigm Group worth $338K as of Q3 2026.
  • Valeo Financial Advisors sold 53 TransDigm Group shares in Q3 2026, an estimated $63.7K.
  • TransDigm Group made up 0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #591 holding.
  • Valeo Financial Advisors first reported a position in TransDigm Group in Q3 2017 and has held it in 28 quarters since.
  • Valeo Financial Advisors's TransDigm Group position peaked at $486K in Q2 2026.
  • 32 funds tracked by Wall St. Rank held TransDigm Group as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.