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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
Q2 		$3.17M Buy
2,382
+1
+0% +$1.23K 0.92% 28
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
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Alaethes Wealth's TDG Position: Q2 2026 in Review

Alaethes Wealth increased its TransDigm Group (TDG) stake by 0.04% in Q2 2026, buying an estimated $1.23K and bringing the position to 2,382 shares worth $3.17M. The position accounts for 0.92% of the portfolio, ranked #28.

Alaethes Wealth first reported a position in TDG in Q1 2021 and has held it in 15 quarters since. 1,143 funds tracked by Wall St. Rank hold TDG as of Q2 2026.

  • Alaethes Wealth held 2,382 shares of TransDigm Group worth $3.17M as of Q2 2026.
  • Alaethes Wealth bought 1 TransDigm Group share in Q2 2026, an estimated $1.23K.
  • TransDigm Group made up 0.92% of Alaethes Wealth's portfolio in Q2 2026, its #28 holding.
  • Alaethes Wealth first reported a position in TransDigm Group in Q1 2021 and has held it in 15 quarters since.
  • 1,143 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2026.

Based on Alaethes Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.