Valley Wealth Managers
TDG icon

Valley Wealth Managers’s TransDigm Group TDG Stock Holding History

Valley Wealth Managers’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 		$582K Buy
538
+34
+7% +$40.9K 0.03% 160
2026
Q2 		$671K Buy
504
+45
+10% +$55.3K 0.04% 152
2026
Q1 		$532K Buy
459
+15
+3% +$19.7K 0.03% 162
2025
Q4 		$590K Sell
444
-12
-3% -$15.7K 0.04% 159
2025
Q3 		$601K Buy
456
+89
+24% +$127K 0.04% 156
2025
Q2 		$558K Buy
+367
New +$515K 0.04% 153

Other funds holding TDG

Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Argent Capital Management
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
Chicago Capital
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
Generate Investment Management
Generate Investment Management Auckland, New Zealand $2.69B AUM 33.12% 1-Year Est. Return
Baskin Financial Services
Baskin Financial Services Toronto, Ontario, Canada $1.24B AUM 7.24% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Phraction Management
Phraction Management Colchester, Connecticut $545M AUM 31.11% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

Valley Wealth Managers's TDG Position: Q3 2026 in Review

Valley Wealth Managers increased its TransDigm Group (TDG) stake by 6.7% in Q3 2026, buying an estimated $40.9K and bringing the position to 538 shares worth $582K. The position accounts for 0.03% of the portfolio, ranked #160.

Valley Wealth Managers first reported a position in TDG in Q2 2025 and has held it in 6 quarters since. The position peaked at $671K in Q2 2026. 197 funds tracked by Wall St. Rank hold TDG as of Q3 2026.

  • Valley Wealth Managers held 538 shares of TransDigm Group worth $582K as of Q3 2026.
  • Valley Wealth Managers bought 34 TransDigm Group shares in Q3 2026, an estimated $40.9K.
  • TransDigm Group made up 0.03% of Valley Wealth Managers's portfolio in Q3 2026, its #160 holding.
  • Valley Wealth Managers first reported a position in TransDigm Group in Q2 2025 and has held it in 6 quarters since.
  • Valley Wealth Managers's TransDigm Group position peaked at $671K in Q2 2026.
  • 197 funds tracked by Wall St. Rank held TransDigm Group as of Q3 2026.

Based on Valley Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.