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Beacon Pointe Advisors’s TransDigm Group TDG Stock Holding History

Beacon Pointe 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 		$1.33M Buy
1,148
+559
+95% +$733K 0.01% 888
2025
Q4 		$783K Buy
589
+53
+10% +$69.5K 0.01% 912
2025
Q3 		$706K Sell
536
-239
-31% -$342K 0.01% 892
2025
Q2 		$1.18M Buy
775
+56
+8% +$78.7K 0.01% 622
2025
Q1 		$995K Sell
719
-111
-13% -$148K 0.01% 638
2024
Q4 		$1.05M Sell
830
-156
-16% -$206K 0.01% 618
2024
Q3 		$1.41M Sell
986
-61
-6% -$79.3K 0.02% 547
2024
Q2 		$1.34M Sell
1,047
-4
-0.4% -$5.13K 0.02% 564
2024
Q1 		$1.29M Buy
1,051
+41
+4% +$46.2K 0.01% 608
2023
Q4 		$1.02M Buy
1,010
+6
+0.6% +$5.54K 0.01% 661
2023
Q3 		$847K Buy
1,004
+79
+9% +$69.3K 0.01% 678
2023
Q2 		$827K Buy
925
+12
+1% +$9.49K 0.01% 572
2023
Q1 		$673K Buy
913
+33
+4% +$23.6K 0.01% 666
2022
Q4 		$554K Buy
880
+86
+11% +$50.7K 0.01% 653
2022
Q3 		$422K Buy
794
+25
+3% +$14.9K 0.01% 694
2022
Q2 		$413K Sell
769
-1,346
-64% -$794K 0.01% 711
2022
Q1 		$1.38M Buy
2,115
+1,089
+106% +$700K 0.02% 533
2021
Q4 		$653K Buy
1,026
+378
+58% +$237K 0.02% 480
2021
Q3 		$405K Sell
648
-54
-8% -$33.7K 0.01% 601
2021
Q2 		$454K Buy
702
+180
+34% +$113K 0.02% 510
2021
Q1 		$308K Buy
522
+16
+3% +$9.43K 0.02% 380
2020
Q4 		$314K Hold
506
– – 0.02% 357
2020
Q3 		$240K Hold
506
– – 0.02% 331
2020
Q2 		$225K Buy
+506
New +$192K 0.02% 347
2020
Q1 		– Sell
-500
Closed -$280K – 313
2019
Q4 		$280K Hold
500
– – 0.09% 176
2019
Q3 		$260K Hold
500
– – 0.11% 145
2019
Q2 		$242K Hold
500
– – 0.09% 173
2019
Q1 		$227K Buy
+500
New +$203K 0.09% 168

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

Beacon Pointe Advisors's TDG Position: Q1 2026 in Review

Beacon Pointe Advisors increased its TransDigm Group (TDG) stake by 95% in Q1 2026, buying an estimated $733K and bringing the position to 1,148 shares worth $1.33M. The position accounts for 0.01% of the portfolio, ranked #888.

Beacon Pointe Advisors first reported a position in TDG in Q1 2019 and has held it in 28 quarters since. The position peaked at $1.41M in Q3 2024. 1,107 funds tracked by Wall St. Rank hold TDG as of Q1 2026.

  • Beacon Pointe Advisors held 1,148 shares of TransDigm Group worth $1.33M as of Q1 2026.
  • Beacon Pointe Advisors bought 559 TransDigm Group shares in Q1 2026, an estimated $733K.
  • TransDigm Group made up 0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #888 holding.
  • Beacon Pointe Advisors first reported a position in TransDigm Group in Q1 2019 and has held it in 28 quarters since.
  • Beacon Pointe Advisors's TransDigm Group position peaked at $1.41M in Q3 2024.
  • 1,107 funds tracked by Wall St. Rank held TransDigm Group as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.