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Winch Advisory Services’s TransDigm Group TDG Stock Holding History

Winch 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 		$69.3K Hold
52
– – 0.01% 170
2026
Q1 		$60.3K Hold
52
– – 0.01% 160
2025
Q4 		$69.2K Hold
52
– – 0.02% 150
2025
Q3 		$68.6K Buy
52
+31
+148% +$44.3K 0.02% 150
2025
Q2 		$31.9K Buy
21
+1
+5% +$1.41K 0.01% 195
2025
Q1 		$27.7K Buy
20
+7
+54% +$9.33K 0.01% 197
2024
Q4 		$16.5K Buy
+13
New +$17.1K ﹤0.01% 241

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

Winch Advisory Services's TDG Position: Q2 2026 in Review

Winch Advisory Services held its TransDigm Group (TDG) position steady in Q2 2026 at 52 shares worth $69.3K. The position accounts for 0.01% of the portfolio, ranked #170.

Winch Advisory Services first reported a position in TDG in Q4 2024 and has held it in 7 quarters since. 1,140 funds tracked by Wall St. Rank hold TDG as of Q2 2026.

  • Winch Advisory Services held 52 shares of TransDigm Group worth $69.3K as of Q2 2026.
  • Winch Advisory Services left its TransDigm Group share count unchanged in Q2 2026.
  • TransDigm Group made up 0.01% of Winch Advisory Services's portfolio in Q2 2026, its #170 holding.
  • Winch Advisory Services first reported a position in TransDigm Group in Q4 2024 and has held it in 7 quarters since.
  • 1,140 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.