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YHB Investment Advisors’s TransDigm Group TDG Stock Holding History

YHB Investment Advisors’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
Q3 		$1.09M Sell
1,011
-13
-1% -$15.6K 0.07% 163
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

ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
EFG
Elm3 Financial Group Alpharetta, Georgia $150M AUM 21.63% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

YHB Investment Advisors's TDG Position: Q3 2026 in Review

YHB Investment Advisors reduced its TransDigm Group (TDG) stake by 1.3% in Q3 2026, selling an estimated $15.6K and leaving 1,011 shares worth $1.09M. The position accounts for 0.07% of the portfolio, ranked #163.

YHB Investment Advisors first reported a position in TDG in Q2 2020 and has held it in 26 quarters since. The position peaked at $1.44M in Q2 2025. 32 funds tracked by Wall St. Rank hold TDG as of Q3 2026.

  • YHB Investment Advisors held 1,011 shares of TransDigm Group worth $1.09M as of Q3 2026.
  • YHB Investment Advisors sold 13 TransDigm Group shares in Q3 2026, an estimated $15.6K.
  • TransDigm Group made up 0.07% of YHB Investment Advisors's portfolio in Q3 2026, its #163 holding.
  • YHB Investment Advisors first reported a position in TransDigm Group in Q2 2020 and has held it in 26 quarters since.
  • YHB Investment Advisors's TransDigm Group position peaked at $1.44M in Q2 2025.
  • 32 funds tracked by Wall St. Rank held TransDigm Group as of Q3 2026.

Based on YHB Investment Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.