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Capital Planning Advisors’s TransDigm Group TDG Stock Holding History

Capital Planning Advisors’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
-769
Closed -$1.02M – 164
2025
Q4 		$1.02M Sell
769
-216
-22% -$283K 0.14% 91
2025
Q3 		$1.3M Buy
985
+658
+201% +$941K 0.18% 76
2025
Q2 		$497K Buy
+327
New +$459K 0.07% 97

Other funds holding TDG

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
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
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Planning Advisors's TDG Position: Q1 2026 in Review

Capital Planning Advisors sold out of TransDigm Group (TDG) in Q1 2026, closing a stake of 769 shares — an estimated $1.02M sold.

Capital Planning Advisors first reported a position in TDG in Q2 2025 and held it in 3 quarters. The position peaked at $1.3M in Q3 2025. 1,107 funds tracked by Wall St. Rank hold TDG as of Q1 2026.

  • Capital Planning Advisors reported no remaining TransDigm Group position as of Q1 2026 after selling out during the quarter.
  • Capital Planning Advisors sold 769 TransDigm Group shares in Q1 2026, an estimated $1.02M.
  • Capital Planning Advisors first reported a position in TransDigm Group in Q2 2025 and held it in 3 quarters.
  • Capital Planning Advisors's TransDigm Group position peaked at $1.3M in Q3 2025.
  • 1,107 funds tracked by Wall St. Rank held TransDigm Group as of Q1 2026.

Based on Capital Planning Advisors's 13F filing for Q1 2026, filed 14 May 2026.