Alaethes Wealth’s TransDigm Group TDG Stock Holding History

Alaethes Wealth’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	$2.76M	Buy	2,381 +38	+2%	+$49.8K	0.79%	35
2025 Q4	$3.12M	Buy	2,343 +764	+48%	+$1M	0.88%	31
2025 Q3	$2.08M	Buy	1,579 +60	+4%	+$85.8K	0.59%	57
2025 Q2	$2.31M	Buy	1,519 +54	+4%	+$75.8K	0.69%	46
2025 Q1	$2.03M	Buy	1,465 +44	+3%	+$58.7K	0.74%	48
2024 Q4	$1.8M	Buy	1,421 +939	+195%	+$1.24M	0.64%	53
2024 Q3	$688K	Buy	+482	New	+$627K	0.25%	88
2022 Q4	–	Sell	-1,702	Closed	-$893K	–	109
2022 Q3	$893K	Buy	1,702 +77	+5%	+$45.9K	0.66%	68
2022 Q2	$872K	Buy	1,625 +46	+3%	+$27.2K	0.65%	73
2022 Q1	$1.03M	Buy	1,579 +19	+1%	+$12.2K	0.65%	63
2021 Q4	$993K	Buy	1,560 +98	+7%	+$61.4K	0.63%	68
2021 Q3	$913K	Buy	1,462 +13	+0.9%	+$8.12K	0.66%	60
2021 Q2	$938K	Buy	1,449 +245	+20%	+$154K	0.72%	54
2021 Q1	$708K	Buy	+1,204	New	+$709K	0.66%	63

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

Alaethes Wealth's TDG Position: Q1 2026 in Review

Alaethes Wealth increased its TransDigm Group (TDG) stake by 1.6% in Q1 2026, buying an estimated $49.8K and bringing the position to 2,381 shares worth $2.76M. The position accounts for 0.79% of the portfolio, ranked #35.

Alaethes Wealth first reported a position in TDG in Q1 2021 and has held it in 14 quarters since. The position peaked at $3.12M in Q4 2025. 1,107 funds tracked by Wall St. Rank hold TDG as of Q1 2026.

Alaethes Wealth held 2,381 shares of TransDigm Group worth $2.76M as of Q1 2026.
Alaethes Wealth bought 38 TransDigm Group shares in Q1 2026, an estimated $49.8K.
TransDigm Group made up 0.79% of Alaethes Wealth's portfolio in Q1 2026, its #35 holding.
Alaethes Wealth first reported a position in TransDigm Group in Q1 2021 and has held it in 14 quarters since.
Alaethes Wealth's TransDigm Group position peaked at $3.12M in Q4 2025.
1,107 funds tracked by Wall St. Rank held TransDigm Group as of Q1 2026.

Based on Alaethes Wealth's 13F filing for Q1 2026, filed 12 May 2026.