Arkadios Wealth Advisors’s TransDigm Group TDG Stock Holding History

Arkadios Wealth 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	$409K	Buy	353 +76	+27%	+$99.6K	0.01%	1208
2025 Q4	$368K	Sell	277 -18	-6%	-$23.6K	0.01%	1151
2025 Q3	$389K	Buy	295 +100	+51%	+$143K	0.01%	1058
2025 Q2	$296K	Buy	195 +48	+33%	+$67.4K	0.01%	1065
2025 Q1	$203K	Buy	+147	New	+$196K	0.01%	1040
2021 Q4	–	Sell	-4	Closed	-$2K	–	1649
2021 Q3	$2K	Sell	4 -5	-56%	-$3.12K	﹤0.01%	1771
2021 Q2	$5K	Hold	9	–	–	﹤0.01%	1741
2021 Q1	$5K	Buy	+9	New	+$5.3K	﹤0.01%	1382
2020 Q3	–	Sell	-10	Closed	-$4.23K	–	1070
2020 Q2	$4.23K	Buy	10 +9	+900%	+$3.41K	﹤0.01%	801
2020 Q1	$320	Buy	+1	New	+$545	﹤0.01%	1041

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

Arkadios Wealth Advisors's TDG Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its TransDigm Group (TDG) stake by 27% in Q1 2026, buying an estimated $99.6K and bringing the position to 353 shares worth $409K. The position accounts for 0.01% of the portfolio, ranked #1208.

Arkadios Wealth Advisors first reported a position in TDG in Q1 2020 and has held it in 10 quarters since. 1,107 funds tracked by Wall St. Rank hold TDG as of Q1 2026.

Arkadios Wealth Advisors held 353 shares of TransDigm Group worth $409K as of Q1 2026.
Arkadios Wealth Advisors bought 76 TransDigm Group shares in Q1 2026, an estimated $99.6K.
TransDigm Group made up 0.01% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #1208 holding.
Arkadios Wealth Advisors first reported a position in TransDigm Group in Q1 2020 and has held it in 10 quarters since.
1,107 funds tracked by Wall St. Rank held TransDigm Group as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.