Aprio Wealth Management’s TransDigm Group TDG Stock Holding History

Aprio 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	$362K	Sell	312 -9	-3%	-$11.8K	0.02%	443
2025 Q4	$447K	Buy	321 +115	+56%	+$151K	0.03%	341
2025 Q3	$271K	Buy	206 +15	+8%	+$21.4K	0.03%	351
2025 Q2	$290K	Buy	191 +2	+1%	+$2.81K	0.03%	297
2025 Q1	$261K	Buy	189 +1	+0.5%	+$1.33K	0.03%	297
2024 Q4	$238K	Hold	188	–	–	0.03%	263
2024 Q3	$268K	Hold	188	–	–	0.04%	217
2024 Q2	$240K	Hold	188	–	–	0.04%	209
2024 Q1	$232K	Buy	+188	New	+$212K	0.05%	194

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

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

Aprio Wealth Management reduced its TransDigm Group (TDG) stake by 2.8% in Q1 2026, selling an estimated $11.8K and leaving 312 shares worth $362K. The position accounts for 0.02% of the portfolio, ranked #443.

Aprio Wealth Management first reported a position in TDG in Q1 2024 and has held it in 9 quarters since. The position peaked at $447K in Q4 2025. 1,107 funds tracked by Wall St. Rank hold TDG as of Q1 2026.

Aprio Wealth Management held 312 shares of TransDigm Group worth $362K as of Q1 2026.
Aprio Wealth Management sold 9 TransDigm Group shares in Q1 2026, an estimated $11.8K.
TransDigm Group made up 0.02% of Aprio Wealth Management's portfolio in Q1 2026, its #443 holding.
Aprio Wealth Management first reported a position in TransDigm Group in Q1 2024 and has held it in 9 quarters since.
Aprio Wealth Management's TransDigm Group position peaked at $447K in Q4 2025.
1,107 funds tracked by Wall St. Rank held TransDigm Group as of Q1 2026.

Based on Aprio Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.