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Wilkerson Advisory Group’s TransDigm Group TDG Stock Holding History

Wilkerson Advisory Group’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 		$14.7K Buy
11
+2
+22% +$2.46K ﹤0.01% 364
2026
Q1 		$10.4K Buy
9
+6
+200% +$7.87K ﹤0.01% 398
2025
Q4 		$3.99K Buy
+3
New +$3.93K ﹤0.01% 455

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

Wilkerson Advisory Group's TDG Position: Q2 2026 in Review

Wilkerson Advisory Group increased its TransDigm Group (TDG) stake by 22% in Q2 2026, buying an estimated $2.46K and bringing the position to 11 shares worth $14.7K. The position accounts for ﹤0.01% of the portfolio, ranked #364.

Wilkerson Advisory Group first reported a position in TDG in Q4 2025 and has held it in 3 quarters since. 1,140 funds tracked by Wall St. Rank hold TDG as of Q2 2026.

  • Wilkerson Advisory Group held 11 shares of TransDigm Group worth $14.7K as of Q2 2026.
  • Wilkerson Advisory Group bought 2 TransDigm Group shares in Q2 2026, an estimated $2.46K.
  • TransDigm Group made up ﹤0.01% of Wilkerson Advisory Group's portfolio in Q2 2026, its #364 holding.
  • Wilkerson Advisory Group first reported a position in TransDigm Group in Q4 2025 and has held it in 3 quarters since.
  • 1,140 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.