YHB Investment Advisors’s TransDigm Group TDG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.36M Buy
1,024
+2
+0.2% +$2.46K 0.09% 147
2026
Q1
$1.18M Buy
1,022
+116
+13% +$152K 0.08% 155
2025
Q4
$1.2M Sell
906
-42
-4% -$55.1K 0.08% 153
2025
Q3
$1.25M Hold
948
0.09% 148
2025
Q2
$1.44M Buy
948
+46
+5% +$64.6K 0.11% 140
2025
Q1
$1.25M Buy
902
+4
+0.4% +$5.33K 0.1% 143
2024
Q4
$1.14M Hold
898
0.09% 144
2024
Q3
$1.28M Hold
898
0.11% 139
2024
Q2
$1.15M Hold
898
0.1% 144
2024
Q1
$1.11M Buy
898
+234
+35% +$263K 0.1% 145
2023
Q4
$672K Hold
664
0.07% 162
2023
Q3
$560K Hold
664
0.05% 182
2023
Q2
$594K Hold
664
0.06% 178
2023
Q1
$489K Hold
664
0.05% 187
2022
Q4
$418K Hold
664
0.04% 194
2022
Q3
$348K Hold
664
0.04% 210
2022
Q2
$356K Hold
664
0.04% 210
2022
Q1
$433K Hold
664
0.04% 203
2021
Q4
$422K Hold
664
0.03% 223
2021
Q3
$415K Hold
664
0.04% 214
2021
Q2
$430K Hold
664
0.04% 211
2021
Q1
$410K Hold
664
0.04% 211
2020
Q4
$411K Buy
664
+9
+1% +$4.95K 0.04% 206
2020
Q3
$311K Hold
655
0.03% 211
2020
Q2
$290K Buy
+655
New +$248K 0.04% 152

Other funds holding TDG

YHB Investment Advisors's TDG Position: Q2 2026 in Review

YHB Investment Advisors increased its TransDigm Group (TDG) stake by 0.2% in Q2 2026, buying an estimated $2.46K and bringing the position to 1,024 shares worth $1.36M. The position accounts for 0.09% of the portfolio, ranked #147.

YHB Investment Advisors first reported a position in TDG in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.44M in Q2 2025. 316 funds tracked by Wall St. Rank hold TDG as of Q2 2026.

  • YHB Investment Advisors held 1,024 shares of TransDigm Group worth $1.36M as of Q2 2026.
  • YHB Investment Advisors bought 2 TransDigm Group shares in Q2 2026, an estimated $2.46K.
  • TransDigm Group made up 0.09% of YHB Investment Advisors's portfolio in Q2 2026, its #147 holding.
  • YHB Investment Advisors first reported a position in TransDigm Group in Q2 2020 and has held it in 25 quarters since.
  • YHB Investment Advisors's TransDigm Group position peaked at $1.44M in Q2 2025.
  • 316 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.