Aptus Capital Advisors’s TransDigm Group TDG Stock Holding History

Aptus 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 Q1	–	Sell	-329	Closed	-$438K	–	1782
2025 Q4	$438K	Sell	329 -6	-2%	-$7.87K	﹤0.01%	776
2025 Q3	$442K	Buy	335 +113	+51%	+$162K	﹤0.01%	732
2025 Q2	$338K	Buy	222 +16	+8%	+$22.5K	﹤0.01%	792
2025 Q1	$285K	Buy	206 +7	+4%	+$9.33K	﹤0.01%	782
2024 Q4	$252K	Buy	199 +5	+3%	+$6.59K	﹤0.01%	822
2024 Q3	$277K	Sell	194 -5	-3%	-$6.5K	﹤0.01%	675
2024 Q2	$254K	Hold	199	–	–	﹤0.01%	663
2024 Q1	$245K	Buy	+199	New	+$224K	﹤0.01%	682
2019 Q4	–	Sell	-5,108	Closed	-$2.66M	–	568
2019 Q3	$2.66M	Sell	5,108 -798	-14%	-$409K	0.15%	81
2019 Q2	$2.86M	Sell	5,906 -475	-7%	-$222K	0.4%	34
2019 Q1	$2.9M	Buy	+6,381	New	+$2.59M	0.49%	29

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

Aptus Capital Advisors's TDG Position: Q1 2026 in Review

Aptus Capital Advisors sold out of TransDigm Group (TDG) in Q1 2026, closing a stake of 329 shares — an estimated $438K sold.

Aptus Capital Advisors first reported a position in TDG in Q1 2019 and held it in 11 quarters. The position peaked at $2.9M in Q1 2019. 1,107 funds tracked by Wall St. Rank hold TDG as of Q1 2026.

Aptus Capital Advisors reported no remaining TransDigm Group position as of Q1 2026 after selling out during the quarter.
Aptus Capital Advisors sold 329 TransDigm Group shares in Q1 2026, an estimated $438K.
Aptus Capital Advisors first reported a position in TransDigm Group in Q1 2019 and held it in 11 quarters.
Aptus Capital Advisors's TransDigm Group position peaked at $2.9M in Q1 2019.
1,107 funds tracked by Wall St. Rank held TransDigm Group as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.