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Bell Investment Advisors’s TransDigm Group TDG Stock Holding History

Bell Investment 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
Q2 		$16K Sell
12
-4
-25% -$4.91K ﹤0.01% 547
2026
Q1 		$18.5K Hold
16
– – ﹤0.01% 463
2025
Q4 		$21.3K Buy
16
+8
+100% +$10.5K ﹤0.01% 431
2025
Q3 		$10.5K Sell
8
-2
-20% -$2.86K ﹤0.01% 625
2025
Q2 		$15.2K Buy
10
+1
+11% +$1.41K ﹤0.01% 516
2025
Q1 		$12.4K Hold
9
– – ﹤0.01% 521
2024
Q4 		$11.4K Hold
9
– – ﹤0.01% 552
2024
Q3 		$12.8K Sell
9
-2
-18% -$2.6K ﹤0.01% 530
2024
Q2 		$14.1K Hold
11
– – ﹤0.01% 484
2024
Q1 		$13.5K Hold
11
– – ﹤0.01% 476
2023
Q4 		$11.1K Sell
11
-2
-15% -$1.84K ﹤0.01% 518
2023
Q3 		$11K Hold
13
– – ﹤0.01% 476
2023
Q2 		$11.6K Sell
13
-1
-7% -$791 ﹤0.01% 459
2023
Q1 		$10.3K Buy
14
+2
+17% +$1.43K ﹤0.01% 471
2022
Q4 		$7.56K Buy
12
+2
+20% +$1.18K ﹤0.01% 599
2022
Q3 		$5K Hold
10
– – ﹤0.01% 718
2022
Q2 		$5K Buy
+10
New +$5.9K ﹤0.01% 742
2021
Q4 		$4K Sell
6
-5
-45% -$3.13K ﹤0.01% 902
2021
Q3 		$7K Buy
+11
New +$6.87K ﹤0.01% 592

Other funds holding TDG

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bell Investment Advisors's TDG Position: Q2 2026 in Review

Bell Investment Advisors reduced its TransDigm Group (TDG) stake by 25% in Q2 2026, selling an estimated $4.91K and leaving 12 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #547.

Bell Investment Advisors first reported a position in TDG in Q3 2021 and has held it in 19 quarters since. The position peaked at $21.3K in Q4 2025. 1,140 funds tracked by Wall St. Rank hold TDG as of Q2 2026.

  • Bell Investment Advisors held 12 shares of TransDigm Group worth $16K as of Q2 2026.
  • Bell Investment Advisors sold 4 TransDigm Group shares in Q2 2026, an estimated $4.91K.
  • TransDigm Group made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #547 holding.
  • Bell Investment Advisors first reported a position in TransDigm Group in Q3 2021 and has held it in 19 quarters since.
  • Bell Investment Advisors's TransDigm Group position peaked at $21.3K in Q4 2025.
  • 1,140 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.