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Atria Investments’s TransDigm Group TDG Stock Holding History

Atria Investments’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 		$2.42M Sell
2,089
-141
-6% -$185K 0.03% 631
2025
Q4 		$2.97M Sell
2,230
-340
-13% -$446K 0.03% 565
2025
Q3 		$3.39M Sell
2,570
-1,358
-35% -$1.94M 0.04% 530
2025
Q2 		$5.97M Buy
3,928
+131
+3% +$184K 0.07% 325
2025
Q1 		$5.25M Sell
3,797
-141
-4% -$188K 0.07% 355
2024
Q4 		$4.99M Sell
3,938
-91
-2% -$120K 0.06% 346
2024
Q3 		$5.75M Sell
4,029
-20
-0.5% -$26K 0.07% 316
2024
Q2 		$5.17M Buy
4,049
+269
+7% +$345K 0.07% 321
2024
Q1 		$4.66M Sell
3,780
-103
-3% -$116K 0.06% 359
2023
Q4 		$3.93M Buy
3,883
+292
+8% +$269K 0.06% 358
2023
Q3 		$3.03M Buy
3,591
+21
+0.6% +$18.4K 0.05% 432
2023
Q2 		$3.19M Buy
3,570
+1,447
+68% +$1.14M 0.06% 393
2023
Q1 		$1.56M Buy
2,123
+297
+16% +$212K 0.03% 631
2022
Q4 		$1.15M Buy
+1,826
New +$1.08M 0.02% 708
2022
Q2 		– Sell
-1,726
Closed -$1.13M – 873
2022
Q1 		$1.13M Buy
1,726
+76
+5% +$48.8K 0.02% 801
2021
Q4 		$1.05M Buy
+1,650
New +$1.03M 0.02% 818
2021
Q3 		– Sell
-1,670
Closed -$1.08M – 825
2021
Q2 		$1.08M Buy
+1,670
New +$1.05M 0.02% 730
2020
Q1 		– Sell
-850
Closed -$476K – 1123
2019
Q4 		$476K Buy
850
+197
+30% +$108K 0.01% 806
2019
Q3 		$340K Buy
653
+117
+22% +$60K 0.01% 681
2019
Q2 		$295K Sell
536
-597
-53% -$279K 0.01% 746
2019
Q1 		$514K Buy
+1,133
New +$460K 0.02% 524

Other funds holding TDG

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
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
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Atria Investments's TDG Position: Q1 2026 in Review

Atria Investments reduced its TransDigm Group (TDG) stake by 6.3% in Q1 2026, selling an estimated $185K and leaving 2,089 shares worth $2.42M. The position accounts for 0.03% of the portfolio, ranked #631.

Atria Investments first reported a position in TDG in Q1 2019 and has held it in 21 quarters since. The position peaked at $5.97M in Q2 2025. 1,107 funds tracked by Wall St. Rank hold TDG as of Q1 2026.

  • Atria Investments held 2,089 shares of TransDigm Group worth $2.42M as of Q1 2026.
  • Atria Investments sold 141 TransDigm Group shares in Q1 2026, an estimated $185K.
  • TransDigm Group made up 0.03% of Atria Investments's portfolio in Q1 2026, its #631 holding.
  • Atria Investments first reported a position in TransDigm Group in Q1 2019 and has held it in 21 quarters since.
  • Atria Investments's TransDigm Group position peaked at $5.97M in Q2 2025.
  • 1,107 funds tracked by Wall St. Rank held TransDigm Group as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.