Wealth Enhancement Advisory Services
TDG icon

Wealth Enhancement Advisory Services’s TransDigm Group TDG Stock Holding History

Wealth Enhancement Advisory Services’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 		$3.27M Sell
2,532
-109
-4% -$134K 0.01% 1265
2026
Q1 		$3.08M Sell
2,641
-1,052
-28% -$1.38M 0.01% 1165
2025
Q4 		$5.11M Buy
3,693
+19
+0.5% +$24.9K 0.01% 1012
2025
Q3 		$4.72M Sell
3,674
-399
-10% -$570K 0.01% 984
2025
Q2 		$6.2M Sell
4,073
-904
-18% -$1.27M 0.01% 817
2025
Q1 		$6.89M Buy
4,977
+45
+0.9% +$60K 0.01% 720
2024
Q4 		$6.25M Sell
4,932
-288
-6% -$379K 0.01% 720
2024
Q3 		$7.45M Buy
5,220
+1,322
+34% +$1.72M 0.02% 605
2024
Q2 		$4.98M Buy
3,898
+567
+17% +$727K 0.01% 693
2024
Q1 		$4.1M Buy
3,331
+315
+10% +$355K 0.01% 719
2023
Q4 		$3.05M Buy
3,016
+279
+10% +$257K 0.01% 765
2023
Q3 		$2.31M Buy
+2,737
New +$2.4M 0.01% 817

Other funds holding TDG

DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BFS
Baskin Financial Services Toronto, Ontario, Canada $1.27B AUM 9.68% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

Wealth Enhancement Advisory Services's TDG Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its TransDigm Group (TDG) stake by 4.1% in Q2 2026, selling an estimated $134K and leaving 2,532 shares worth $3.27M. The position accounts for 0.01% of the portfolio, ranked #1265.

Wealth Enhancement Advisory Services first reported a position in TDG in Q3 2023 and has held it in 12 quarters since. The position peaked at $7.45M in Q3 2024. 252 funds tracked by Wall St. Rank hold TDG as of Q2 2026.

  • Wealth Enhancement Advisory Services held 2,532 shares of TransDigm Group worth $3.27M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 109 TransDigm Group shares in Q2 2026, an estimated $134K.
  • TransDigm Group made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1265 holding.
  • Wealth Enhancement Advisory Services first reported a position in TransDigm Group in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's TransDigm Group position peaked at $7.45M in Q3 2024.
  • 252 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.