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Annis Gardner Whiting Capital Advisors’s TransDigm Group TDG Stock Holding History

Annis Gardner Whiting Capital Advisors’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 		– Sell
-52
Closed -$60.3K – 1146
2026
Q1 		$60.3K Sell
52
-3
-5% -$3.93K 0.01% 546
2025
Q4 		$73.1K Buy
55
+8
+17% +$10.5K 0.01% 458
2025
Q3 		$61.9K Sell
47
-1
-2% -$1.43K 0.01% 460
2025
Q2 		$73K Buy
48
+15
+45% +$21.1K 0.03% 359
2025
Q1 		$45.6K Buy
33
+2
+6% +$2.67K 0.02% 359
2024
Q4 		$39.3K Buy
31
+1
+3% +$1.32K 0.01% 373
2024
Q3 		$42.8K Sell
30
-10
-25% -$13K 0.01% 383
2024
Q2 		$51.1K Buy
40
+7
+21% +$8.97K 0.01% 397
2024
Q1 		$40.6K Buy
33
+10
+43% +$11.3K 0.01% 415
2023
Q4 		$23.3K Hold
23
– – 0.01% 377
2023
Q3 		$19.4K Buy
+23
New +$20.2K 0.01% 391

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

Annis Gardner Whiting Capital Advisors's TDG Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of TransDigm Group (TDG) in Q2 2026, closing a stake of 52 shares — an estimated $60.3K sold.

Annis Gardner Whiting Capital Advisors first reported a position in TDG in Q3 2023 and held it in 11 quarters. The position peaked at $73.1K in Q4 2025. 1,138 funds tracked by Wall St. Rank hold TDG as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors reported no remaining TransDigm Group position as of Q2 2026 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 52 TransDigm Group shares in Q2 2026, an estimated $60.3K.
  • Annis Gardner Whiting Capital Advisors first reported a position in TransDigm Group in Q3 2023 and held it in 11 quarters.
  • Annis Gardner Whiting Capital Advisors's TransDigm Group position peaked at $73.1K in Q4 2025.
  • 1,138 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.