Rothwell Investment Advisors, LLC’s TransDigm Group TDG Stock Holding History

Rothwell Investment Advisors, LLC’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	$34.1K	Buy	+32	New	+$38.5K	0.02%	501

Other funds holding TDG

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Vulcan Value Partners Birmingham, Alabama $3.13B AUM 1.96% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.6B AUM 22.09% 1-Year Est. Return

Rothwell Investment Advisors, LLC's TDG Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in TransDigm Group (TDG) in Q3 2026: 32 shares worth $34.1K. The stake represents 0.02% of the portfolio and ranks #501 among its holdings.

663 funds tracked by Wall St. Rank hold TDG as of Q3 2026.

Rothwell Investment Advisors, LLC held 32 shares of TransDigm Group worth $34.1K as of Q3 2026.
TransDigm Group was a new Rothwell Investment Advisors, LLC position in Q3 2026.
TransDigm Group made up 0.02% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #501 holding.
663 funds tracked by Wall St. Rank held TransDigm Group as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.