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

Wealth Enhancement Trust 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 		$67.9K Sell
51
-2
-4% -$2.46K 0.01% 440
2026
Q1 		$61.4K Buy
53
+1
+2% +$1.31K 0.01% 424
2025
Q4 		$69.2K Buy
+52
New +$68.2K 0.01% 390

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Wealth Enhancement Trust Services reduced its TransDigm Group (TDG) stake by 3.8% in Q2 2026, selling an estimated $2.46K and leaving 51 shares worth $67.9K. The position accounts for 0.01% of the portfolio, ranked #440.

Wealth Enhancement Trust Services first reported a position in TDG in Q4 2025 and has held it in 3 quarters since. The position peaked at $69.2K in Q4 2025. 849 funds tracked by Wall St. Rank hold TDG as of Q2 2026.

  • Wealth Enhancement Trust Services held 51 shares of TransDigm Group worth $67.9K as of Q2 2026.
  • Wealth Enhancement Trust Services sold 2 TransDigm Group shares in Q2 2026, an estimated $2.46K.
  • TransDigm Group made up 0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #440 holding.
  • Wealth Enhancement Trust Services first reported a position in TransDigm Group in Q4 2025 and has held it in 3 quarters since.
  • Wealth Enhancement Trust Services's TransDigm Group position peaked at $69.2K in Q4 2025.
  • 849 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2026.

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