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Wealth Alliance’s TransDigm Group TDG Stock Holding History

Wealth Alliance’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 		$203K Buy
+152
New +$187K 0.02% 553
2024
Q4 		– Sell
-161
Closed -$230K – 540
2024
Q3 		$230K Sell
161
-9
-5% -$11.7K 0.03% 467
2024
Q2 		$218K Sell
170
-8
-4% -$10.3K 0.03% 463
2024
Q1 		$220K Sell
178
-31
-15% -$34.9K 0.03% 472
2023
Q4 		$211K Buy
+209
New +$193K 0.03% 475

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

Wealth Alliance's TDG Position: Q2 2026 in Review

Wealth Alliance opened a new position in TransDigm Group (TDG) in Q2 2026: 152 shares worth $203K. The stake represents 0.02% of the portfolio and ranks #553 among its holdings. This is a return to the name: Wealth Alliance previously reported a position in TDG as recently as Q3 2024.

Wealth Alliance first reported a position in TDG in Q4 2023 and has held it in 5 quarters since. The position peaked at $230K in Q3 2024. 1,144 funds tracked by Wall St. Rank hold TDG as of Q2 2026.

  • Wealth Alliance held 152 shares of TransDigm Group worth $203K as of Q2 2026.
  • TransDigm Group was a new Wealth Alliance position in Q2 2026.
  • TransDigm Group made up 0.02% of Wealth Alliance's portfolio in Q2 2026, its #553 holding.
  • Wealth Alliance first reported a position in TransDigm Group in Q4 2023 and has held it in 5 quarters since.
  • Wealth Alliance's TransDigm Group position peaked at $230K in Q3 2024.
  • 1,144 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2026.

Based on Wealth Alliance's 13F filing for Q2 2026, filed 11 Aug 2026.