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Clearstead Advisors’s TransDigm Group TDG Stock Holding History

Clearstead 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 		$3.09M Sell
2,663
-42
-2% -$55.1K 0.03% 294
2025
Q4 		$3.6M Buy
2,705
+234
+9% +$307K 0.05% 243
2025
Q3 		$3.26M Sell
2,471
-1,267
-34% -$1.81M 0.04% 251
2025
Q2 		$5.68M Buy
3,738
+148
+4% +$208K 0.08% 181
2025
Q1 		$4.97M Buy
3,590
+1,425
+66% +$1.9M 0.08% 182
2024
Q4 		$2.74M Buy
2,165
+1
+0% +$1.32K 0.04% 249
2024
Q3 		$3.09M Buy
2,164
+1,456
+206% +$1.89M 0.05% 240
2024
Q2 		$905K Buy
708
+12
+2% +$15.4K 0.02% 413
2024
Q1 		$892K Sell
696
-12
-2% -$13.5K 0.04% 243
2023
Q4 		$717K Sell
708
-726
-51% -$670K 0.04% 265
2023
Q3 		$1.21M Buy
1,434
+688
+92% +$604K 0.04% 273
2023
Q2 		$667K Buy
746
+173
+30% +$137K 0.04% 260
2023
Q1 		$422K Buy
573
+37
+7% +$26.4K 0.03% 287
2022
Q4 		$337K Sell
536
-16
-3% -$9.43K 0.03% 307
2022
Q3 		$290K Sell
552
-21
-4% -$12.5K 0.03% 314
2022
Q2 		$308K Hold
573
– – 0.02% 314
2022
Q1 		$373K Buy
573
+16
+3% +$10.3K 0.03% 307
2021
Q4 		$354K Hold
557
– – 0.02% 306
2021
Q3 		$348K Sell
557
-3
-0.5% -$1.87K 0.03% 290
2021
Q2 		$362K Buy
560
+24
+4% +$15.1K 0.03% 261
2021
Q1 		$315K Hold
536
– – 0.03% 275
2020
Q4 		$332K Sell
536
-49
-8% -$26.9K 0.03% 249
2020
Q3 		$278K Hold
585
– – 0.03% 240
2020
Q2 		$259K Buy
585
+5
+0.9% +$1.89K 0.03% 237
2020
Q1 		$186K Buy
+580
New +$316K 0.03% 244
2019
Q4 		– Sell
-421
Closed -$219K – 288
2019
Q3 		$219K Hold
421
– – 0.03% 249
2019
Q2 		$204K Buy
+421
New +$197K 0.03% 265

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

Clearstead Advisors's TDG Position: Q1 2026 in Review

Clearstead Advisors reduced its TransDigm Group (TDG) stake by 1.6% in Q1 2026, selling an estimated $55.1K and leaving 2,663 shares worth $3.09M. The position accounts for 0.03% of the portfolio, ranked #294.

Clearstead Advisors first reported a position in TDG in Q2 2019 and has held it in 27 quarters since. The position peaked at $5.68M in Q2 2025. 1,107 funds tracked by Wall St. Rank hold TDG as of Q1 2026.

  • Clearstead Advisors held 2,663 shares of TransDigm Group worth $3.09M as of Q1 2026.
  • Clearstead Advisors sold 42 TransDigm Group shares in Q1 2026, an estimated $55.1K.
  • TransDigm Group made up 0.03% of Clearstead Advisors's portfolio in Q1 2026, its #294 holding.
  • Clearstead Advisors first reported a position in TransDigm Group in Q2 2019 and has held it in 27 quarters since.
  • Clearstead Advisors's TransDigm Group position peaked at $5.68M in Q2 2025.
  • 1,107 funds tracked by Wall St. Rank held TransDigm Group as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.