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Capital & Planning LLC’s TransDigm Group TDG Stock Holding History

Capital & Planning LLC’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 		– Sell
-2
Closed -$2.32K – 150
2026
Q1 		$2.32K Buy
+2
New +$2.62K ﹤0.01% 142
2025
Q1 		– Sell
-2
Closed -$2.54K – 165
2024
Q4 		$2.54K Buy
+2
New +$2.63K ﹤0.01% 149

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

Capital & Planning LLC's TDG Position: Q2 2026 in Review

Capital & Planning LLC sold out of TransDigm Group (TDG) in Q2 2026, closing a stake of 2 shares — an estimated $2.32K sold.

Capital & Planning LLC first reported a position in TDG in Q4 2024 and held it in 2 quarters. The position peaked at $2.54K in Q4 2024. 1,144 funds tracked by Wall St. Rank hold TDG as of Q2 2026.

  • Capital & Planning LLC reported no remaining TransDigm Group position as of Q2 2026 after selling out during the quarter.
  • Capital & Planning LLC sold 2 TransDigm Group shares in Q2 2026, an estimated $2.32K.
  • Capital & Planning LLC first reported a position in TransDigm Group in Q4 2024 and held it in 2 quarters.
  • Capital & Planning LLC's TransDigm Group position peaked at $2.54K in Q4 2024.
  • 1,144 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2026.

Based on Capital & Planning LLC's 13F filing for Q2 2026, filed 2 Sep 2026.