Altshuler Shaham’s TransDigm Group TDG Stock Holding History

Altshuler Shaham’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
2025 Q4	–	Sell	-292	Closed	-$385K	–	467
2025 Q3	$385K	Hold	292	–	–	0.01%	132
2025 Q2	$444K	Hold	292	–	–	0.01%	115
2025 Q1	$404K	Sell	292 -60	-17%	-$80K	0.01%	92
2024 Q4	$446K	Sell	352 -71	-17%	-$93.6K	0.02%	81
2024 Q3	$604K	Sell	423 -87	-17%	-$113K	0.04%	67
2024 Q2	$652K	Hold	510	–	–	0.02%	60
2024 Q1	$628K	Sell	510 -188	-27%	-$212K	0.02%	58
2023 Q4	$706K	Hold	698	–	–	0.04%	54
2023 Q3	$589K	Sell	698 -167	-19%	-$147K	0.02%	63
2023 Q2	$773K	Hold	865	–	–	0.01%	56
2023 Q1	$638K	Hold	865	–	–	0.01%	60
2022 Q4	$545K	Hold	865	–	–	0.02%	59
2022 Q3	$459K	Hold	865	–	–	0.01%	100
2022 Q2	$464K	Sell	865 -655	-43%	-$387K	0.01%	111
2022 Q1	$990K	Sell	1,520 -1,480	-49%	-$951K	0.01%	150
2021 Q4	$1.91M	Buy	3,000 +1,480	+97%	+$927K	0.02%	134
2021 Q3	$954K	Hold	1,520	–	–	0.01%	167
2021 Q2	$984K	Buy	+1,520	New	+$954K	0.01%	170
2020 Q2	–	Sell	-46	Closed	-$14K	–	552
2020 Q1	$14K	Buy	46 +45	+4,500%	+$24.5K	﹤0.01%	260
2019 Q4	$1K	Sell	1 -1	-50%	-$547	﹤0.01%	475
2019 Q3	$1K	Sell	2 -1	-33%	-$513	﹤0.01%	387
2019 Q2	$1K	Buy	+3	New	+$1.4K	﹤0.01%	349

Other funds holding TDG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Altshuler Shaham's TDG Position: Q4 2025 in Review

Altshuler Shaham sold out of TransDigm Group (TDG) in Q4 2025, closing a stake of 292 shares — an estimated $385K sold.

Altshuler Shaham first reported a position in TDG in Q2 2019 and held it in 22 quarters. The position peaked at $1.91M in Q4 2021. 1,130 funds tracked by Wall St. Rank hold TDG as of Q4 2025.

Altshuler Shaham reported no remaining TransDigm Group position as of Q4 2025 after selling out during the quarter.
Altshuler Shaham sold 292 TransDigm Group shares in Q4 2025, an estimated $385K.
Altshuler Shaham first reported a position in TransDigm Group in Q2 2019 and held it in 22 quarters.
Altshuler Shaham's TransDigm Group position peaked at $1.91M in Q4 2021.
1,130 funds tracked by Wall St. Rank held TransDigm Group as of Q4 2025.

Based on Altshuler Shaham's 13F filing for Q4 2025, filed 17 Feb 2026.