AE Wealth Management’s TransDigm Group TDG Stock Holding History

AE Wealth Management’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 Q1	$292K	Sell	252 -91	-27%	-$119K	﹤0.01%	1394
2025 Q4	$456K	Buy	343 +123	+56%	+$161K	﹤0.01%	1100
2025 Q3	$290K	Buy	220 +66	+43%	+$94.3K	﹤0.01%	1195
2025 Q2	$234K	Buy	+154	New	+$216K	﹤0.01%	1234
2024 Q1	–	Sell	-5,871	Closed	-$6.36M	–	1899
2023 Q4	$6.36M	Buy	5,871 +5,556	+1,764%	+$5.13M	0.03%	524
2023 Q3	$266K	Buy	315 +35	+13%	+$30.7K	﹤0.01%	1664
2023 Q2	$250K	Sell	280 -38	-12%	-$30.1K	﹤0.01%	1672
2023 Q1	$234K	Buy	+318	New	+$227K	﹤0.01%	1666
2021 Q2	–	Sell	-517	Closed	-$304K	–	1675
2021 Q1	$304K	Buy	517 +178	+53%	+$105K	﹤0.01%	1245
2020 Q4	$210K	Buy	+339	New	+$186K	﹤0.01%	1271
2020 Q3	–	Sell	-566	Closed	-$250K	–	1374
2020 Q2	$250K	Buy	+566	New	+$214K	﹤0.01%	1093
2020 Q1	–	Sell	-464	Closed	-$260K	–	1274
2019 Q4	$260K	Buy	+464	New	+$254K	0.01%	961

Other funds holding TDG

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AE Wealth Management's TDG Position: Q1 2026 in Review

AE Wealth Management reduced its TransDigm Group (TDG) stake by 27% in Q1 2026, selling an estimated $119K and leaving 252 shares worth $292K. The position accounts for ﹤0.01% of the portfolio, ranked #1394.

AE Wealth Management first reported a position in TDG in Q4 2019 and has held it in 12 quarters since. The position peaked at $6.36M in Q4 2023. 1,107 funds tracked by Wall St. Rank hold TDG as of Q1 2026.

AE Wealth Management held 252 shares of TransDigm Group worth $292K as of Q1 2026.
AE Wealth Management sold 91 TransDigm Group shares in Q1 2026, an estimated $119K.
TransDigm Group made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1394 holding.
AE Wealth Management first reported a position in TransDigm Group in Q4 2019 and has held it in 12 quarters since.
AE Wealth Management's TransDigm Group position peaked at $6.36M in Q4 2023.
1,107 funds tracked by Wall St. Rank held TransDigm Group as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.