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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
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

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

Valeo Financial Advisors's TDG Position: Q2 2026 in Review

Valeo Financial Advisors increased its TransDigm Group (TDG) stake by 72% in Q2 2026, buying an estimated $188K and bringing the position to 365 shares worth $486K. The position accounts for 0.01% of the portfolio, ranked #458.

Valeo Financial Advisors first reported a position in TDG in Q3 2017 and has held it in 27 quarters since. 1,140 funds tracked by Wall St. Rank hold TDG as of Q2 2026.

  • Valeo Financial Advisors held 365 shares of TransDigm Group worth $486K as of Q2 2026.
  • Valeo Financial Advisors bought 153 TransDigm Group shares in Q2 2026, an estimated $188K.
  • TransDigm Group made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #458 holding.
  • Valeo Financial Advisors first reported a position in TransDigm Group in Q3 2017 and has held it in 27 quarters since.
  • 1,140 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.