Cassaday & Co Wealth Management’s TransDigm Group TDG Stock Holding History

Cassaday & Co Wealth Management’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	$238K	Sell	205 -3	-1%	-$3.93K	0.01%	314
2025 Q4	$277K	Hold	208	–	–	0.01%	299
2025 Q3	$274K	Hold	208	–	–	0.01%	292
2025 Q2	$316K	Buy	208 +8	+4%	+$11.2K	0.01%	260
2025 Q1	$277K	Sell	200 -2	-1%	-$2.67K	0.01%	273
2024 Q4	$256K	Buy	202 +2	+1%	+$2.63K	0.01%	277
2024 Q3	$285K	Sell	200 -1	-0.5%	-$1.3K	0.01%	250
2024 Q2	$257K	Buy	201 +1	+0.5%	+$1.28K	0.01%	250
2024 Q1	$246K	Buy	+200	New	+$225K	0.01%	255

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

Cassaday & Co Wealth Management's TDG Position: Q1 2026 in Review

Cassaday & Co Wealth Management reduced its TransDigm Group (TDG) stake by 1.4% in Q1 2026, selling an estimated $3.93K and leaving 205 shares worth $238K. The position accounts for 0.01% of the portfolio, ranked #314.

Cassaday & Co Wealth Management first reported a position in TDG in Q1 2024 and has held it in 9 quarters since. The position peaked at $316K in Q2 2025. 1,107 funds tracked by Wall St. Rank hold TDG as of Q1 2026.

Cassaday & Co Wealth Management held 205 shares of TransDigm Group worth $238K as of Q1 2026.
Cassaday & Co Wealth Management sold 3 TransDigm Group shares in Q1 2026, an estimated $3.93K.
TransDigm Group made up 0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #314 holding.
Cassaday & Co Wealth Management first reported a position in TransDigm Group in Q1 2024 and has held it in 9 quarters since.
Cassaday & Co Wealth Management's TransDigm Group position peaked at $316K in Q2 2025.
1,107 funds tracked by Wall St. Rank held TransDigm Group as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.