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Cape Investment Advisory’s TransDigm Group TDG Stock Holding History

Cape Investment Advisory’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 		– Sell
-1
Closed -$1.33K – 1094
2025
Q4 		$1.33K Hold
1
– – ﹤0.01% 1158
2025
Q3 		$1.32K Hold
1
– – ﹤0.01% 718
2025
Q2 		$1.52K Hold
1
– – ﹤0.01% 987
2025
Q1 		$1.38K Buy
+1
New +$1.33K ﹤0.01% 933

Other funds holding TDG

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cape Investment Advisory's TDG Position: Q1 2026 in Review

Cape Investment Advisory sold out of TransDigm Group (TDG) in Q1 2026, closing a stake of 1 share — an estimated $1.33K sold.

Cape Investment Advisory first reported a position in TDG in Q1 2025 and held it in 4 quarters. The position peaked at $1.52K in Q2 2025. 1,112 funds tracked by Wall St. Rank hold TDG as of Q1 2026.

  • Cape Investment Advisory reported no remaining TransDigm Group position as of Q1 2026 after selling out during the quarter.
  • Cape Investment Advisory sold 1 TransDigm Group share in Q1 2026, an estimated $1.33K.
  • Cape Investment Advisory first reported a position in TransDigm Group in Q1 2025 and held it in 4 quarters.
  • Cape Investment Advisory's TransDigm Group position peaked at $1.52K in Q2 2025.
  • 1,112 funds tracked by Wall St. Rank held TransDigm Group as of Q1 2026.

Based on Cape Investment Advisory's 13F filing for Q1 2026, filed 15 May 2026.