Berbice Capital Management’s TransDigm Group TDG Stock Holding History

Berbice Capital Management’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	$272K	Buy	235 +10	+4%	+$13.1K	0.18%	43
2025 Q4	$299K	Buy	225 +15	+7%	+$19.7K	0.18%	47
2025 Q3	$277K	Buy	210 +10	+5%	+$14.3K	0.17%	48
2025 Q2	$304K	Hold	200	–	–	0.21%	45
2025 Q1	$277K	Buy	200 +10	+5%	+$13.3K	0.24%	39
2024 Q4	$241K	Buy	+190	New	+$250K	0.19%	44

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

Berbice Capital Management's TDG Position: Q1 2026 in Review

Berbice Capital Management increased its TransDigm Group (TDG) stake by 4.4% in Q1 2026, buying an estimated $13.1K and bringing the position to 235 shares worth $272K. The position accounts for 0.18% of the portfolio, ranked #43.

Berbice Capital Management first reported a position in TDG in Q4 2024 and has held it in 6 quarters since. The position peaked at $304K in Q2 2025. 1,107 funds tracked by Wall St. Rank hold TDG as of Q1 2026.

Berbice Capital Management held 235 shares of TransDigm Group worth $272K as of Q1 2026.
Berbice Capital Management bought 10 TransDigm Group shares in Q1 2026, an estimated $13.1K.
TransDigm Group made up 0.18% of Berbice Capital Management's portfolio in Q1 2026, its #43 holding.
Berbice Capital Management first reported a position in TransDigm Group in Q4 2024 and has held it in 6 quarters since.
Berbice Capital Management's TransDigm Group position peaked at $304K in Q2 2025.
1,107 funds tracked by Wall St. Rank held TransDigm Group as of Q1 2026.

Based on Berbice Capital Management's 13F filing for Q1 2026, filed 6 May 2026.