Avalon Trust’s TransDigm Group TDG Stock Holding History

Avalon Trust’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	$18.5K	Buy	+16	New	+$21K	﹤0.01%	374
2025 Q4	–	Sell	-1	Closed	-$1.32K	–	610
2025 Q3	$1.32K	Buy	+1	New	+$1.43K	﹤0.01%	484
2024 Q4	–	Sell	-93	Closed	-$133K	–	436
2024 Q3	$133K	Sell	93 -30	-24%	-$39K	0.01%	148
2024 Q2	$157K	Hold	123	–	–	0.01%	139
2024 Q1	$151K	Hold	123	–	–	0.01%	150
2023 Q4	$124K	Hold	123	–	–	0.01%	149
2023 Q3	$104K	Hold	123	–	–	0.01%	150
2023 Q2	$110K	Hold	123	–	–	0.01%	155
2023 Q1	$90.7K	Buy	+123	New	+$87.9K	0.01%	160

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

Avalon Trust's TDG Position: Q1 2026 in Review

Avalon Trust opened a new position in TransDigm Group (TDG) in Q1 2026: 16 shares worth $18.5K. The stake represents ﹤0.01% of the portfolio and ranks #374 among its holdings. This is a return to the name: Avalon Trust previously reported a position in TDG as recently as Q3 2025.

Avalon Trust first reported a position in TDG in Q1 2023 and has held it in 9 quarters since. The position peaked at $157K in Q2 2024. 1,107 funds tracked by Wall St. Rank hold TDG as of Q1 2026.

Avalon Trust held 16 shares of TransDigm Group worth $18.5K as of Q1 2026.
TransDigm Group was a new Avalon Trust position in Q1 2026.
TransDigm Group made up ﹤0.01% of Avalon Trust's portfolio in Q1 2026, its #374 holding.
Avalon Trust first reported a position in TransDigm Group in Q1 2023 and has held it in 9 quarters since.
Avalon Trust's TransDigm Group position peaked at $157K in Q2 2024.
1,107 funds tracked by Wall St. Rank held TransDigm Group as of Q1 2026.

Based on Avalon Trust's 13F filing for Q1 2026, filed 6 May 2026.