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Bruce G. Allen Investments’s TransDigm Group TDG Stock Holding History

Bruce G. Allen Investments’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 		$20K Buy
15
+1
+7% +$1.23K 0.01% 415
2026
Q1 		$16.2K Hold
14
– – 0.01% 426
2025
Q4 		$18.6K Sell
14
-5
-26% -$6.55K 0.01% 407
2025
Q3 		$25K Hold
19
– – 0.02% 372
2025
Q2 		$28.9K Hold
19
– – 0.02% 339
2025
Q1 		$26.3K Buy
19
+10
+111% +$13.3K 0.02% 348
2024
Q4 		$11.4K Buy
9
+2
+29% +$2.63K 0.01% 456
2024
Q3 		$9.99K Hold
7
– – 0.01% 478
2024
Q2 		$8.94K Hold
7
– – 0.01% 478
2024
Q1 		$8.62K Hold
7
– – 0.01% 498
2023
Q4 		$7.08K Buy
+7
New +$6.46K 0.01% 541

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 $3.38T AUM 44.17% 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

Bruce G. Allen Investments's TDG Position: Q2 2026 in Review

Bruce G. Allen Investments increased its TransDigm Group (TDG) stake by 7.1% in Q2 2026, buying an estimated $1.23K and bringing the position to 15 shares worth $20K. The position accounts for 0.01% of the portfolio, ranked #415.

Bruce G. Allen Investments first reported a position in TDG in Q4 2023 and has held it in 11 quarters since. The position peaked at $28.9K in Q2 2025. 1,144 funds tracked by Wall St. Rank hold TDG as of Q2 2026.

  • Bruce G. Allen Investments held 15 shares of TransDigm Group worth $20K as of Q2 2026.
  • Bruce G. Allen Investments bought 1 TransDigm Group share in Q2 2026, an estimated $1.23K.
  • TransDigm Group made up 0.01% of Bruce G. Allen Investments's portfolio in Q2 2026, its #415 holding.
  • Bruce G. Allen Investments first reported a position in TransDigm Group in Q4 2023 and has held it in 11 quarters since.
  • Bruce G. Allen Investments's TransDigm Group position peaked at $28.9K in Q2 2025.
  • 1,144 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.