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Clearstead Trust’s TransDigm Group TDG Stock Holding History

Clearstead Trust’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 		$99.9K Buy
75
+2
+3% +$2.46K 0.01% 249
2026
Q1 		$84.6K Hold
73
– – 0.01% 260
2025
Q4 		$97.1K Sell
73
-25
-26% -$32.8K 0.02% 253
2025
Q3 		$129K Sell
98
-1
-1% -$1.43K 0.02% 217
2025
Q2 		$151K Buy
99
+26
+36% +$36.5K 0.03% 203
2025
Q1 		$101K Buy
73
+1
+1% +$1.33K 0.02% 208
2024
Q4 		$91.2K Hold
72
– – 0.02% 212
2024
Q3 		$103K Hold
72
– – 0.02% 186
2024
Q2 		$92K Hold
72
– – 0.02% 192
2024
Q1 		$88.7K Sell
72
-398
-85% -$448K 0.02% 196
2023
Q4 		$475K Buy
+470
New +$434K 0.13% 97

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 $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
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

Clearstead Trust's TDG Position: Q2 2026 in Review

Clearstead Trust increased its TransDigm Group (TDG) stake by 2.7% in Q2 2026, buying an estimated $2.46K and bringing the position to 75 shares worth $99.9K. The position accounts for 0.01% of the portfolio, ranked #249.

Clearstead Trust first reported a position in TDG in Q4 2023 and has held it in 11 quarters since. The position peaked at $475K in Q4 2023. 1,140 funds tracked by Wall St. Rank hold TDG as of Q2 2026.

  • Clearstead Trust held 75 shares of TransDigm Group worth $99.9K as of Q2 2026.
  • Clearstead Trust bought 2 TransDigm Group shares in Q2 2026, an estimated $2.46K.
  • TransDigm Group made up 0.01% of Clearstead Trust's portfolio in Q2 2026, its #249 holding.
  • Clearstead Trust first reported a position in TransDigm Group in Q4 2023 and has held it in 11 quarters since.
  • Clearstead Trust's TransDigm Group position peaked at $475K in Q4 2023.
  • 1,140 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2026.

Based on Clearstead Trust's 13F filing for Q2 2026, filed 6 Aug 2026.