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Biltmore Family Office’s TransDigm Group TDG Stock Holding History

Biltmore Family Office’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 		$328K Sell
246
-3
-1% -$3.68K 0.04% 198
2026
Q1 		$289K Buy
249
+10
+4% +$13.1K 0.04% 206
2025
Q4 		$318K Buy
239
+7
+3% +$9.18K 0.04% 186
2025
Q3 		$306K Buy
232
+18
+8% +$25.7K 0.04% 182
2025
Q2 		$325K Hold
214
– – 0.06% 165
2025
Q1 		$296K Hold
214
– – 0.05% 171
2024
Q4 		$271K Hold
214
– – 0.05% 178
2024
Q3 		$305K Buy
214
+5
+2% +$6.5K 0.05% 171
2024
Q2 		$267K Hold
209
– – 0.05% 166
2024
Q1 		$257K Hold
209
– – 0.05% 167
2023
Q4 		$211K Buy
+209
New +$193K 0.04% 181

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

Biltmore Family Office's TDG Position: Q2 2026 in Review

Biltmore Family Office reduced its TransDigm Group (TDG) stake by 1.2% in Q2 2026, selling an estimated $3.68K and leaving 246 shares worth $328K. The position accounts for 0.04% of the portfolio, ranked #198.

Biltmore Family Office first reported a position in TDG in Q4 2023 and has held it in 11 quarters since. 1,140 funds tracked by Wall St. Rank hold TDG as of Q2 2026.

  • Biltmore Family Office held 246 shares of TransDigm Group worth $328K as of Q2 2026.
  • Biltmore Family Office sold 3 TransDigm Group shares in Q2 2026, an estimated $3.68K.
  • TransDigm Group made up 0.04% of Biltmore Family Office's portfolio in Q2 2026, its #198 holding.
  • Biltmore Family Office first reported a position in TransDigm Group in Q4 2023 and has held it in 11 quarters since.
  • 1,140 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2026.

Based on Biltmore Family Office's 13F filing for Q2 2026, filed 12 Aug 2026.