Callan Family Office’s TransDigm Group TDG Stock Holding History

Callan 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 Q1	$2.13M	Sell	1,836 -146	-7%	-$191K	0.05%	339
2025 Q4	$2.64M	Buy	1,982 +928	+88%	+$1.22M	0.06%	296
2025 Q3	$1.39M	Sell	1,054 -248	-19%	-$355K	0.04%	325
2025 Q2	$1.98M	Buy	1,302 +727	+126%	+$1.02M	0.06%	275
2025 Q1	$795K	Buy	575 +63	+12%	+$84K	0.06%	243
2024 Q4	$649K	Buy	+512	New	+$675K	0.04%	321

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

Callan Family Office's TDG Position: Q1 2026 in Review

Callan Family Office reduced its TransDigm Group (TDG) stake by 7.4% in Q1 2026, selling an estimated $191K and leaving 1,836 shares worth $2.13M. The position accounts for 0.05% of the portfolio, ranked #339.

Callan Family Office first reported a position in TDG in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.64M in Q4 2025. 1,107 funds tracked by Wall St. Rank hold TDG as of Q1 2026.

Callan Family Office held 1,836 shares of TransDigm Group worth $2.13M as of Q1 2026.
Callan Family Office sold 146 TransDigm Group shares in Q1 2026, an estimated $191K.
TransDigm Group made up 0.05% of Callan Family Office's portfolio in Q1 2026, its #339 holding.
Callan Family Office first reported a position in TransDigm Group in Q4 2024 and has held it in 6 quarters since.
Callan Family Office's TransDigm Group position peaked at $2.64M in Q4 2025.
1,107 funds tracked by Wall St. Rank held TransDigm Group as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.