Coalescence Partners Investment Management’s TransDigm Group TDG Stock Holding History

Coalescence Partners Investment 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 Q2	$25.8M	Sell	19,353 -8,929	-32%	-$11M	7.57%	5
2026 Q1	$32.8M	Hold	28,282	–	–	7.09%	7
2025 Q4	$37.6M	Hold	28,282	–	–	8.86%	5
2025 Q3	$37.3M	Buy	28,282 +11,218	+66%	+$16M	9.71%	4
2025 Q2	$25.9M	Buy	17,064 +8,285	+94%	+$11.6M	6.7%	5
2025 Q1	$12.1M	Buy	8,779 +2,637	+43%	+$3.52M	4.01%	14
2024 Q4	$7.78M	Buy	+6,142	New	+$8.09M	2.94%	14

Other funds holding TDG

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Coalescence Partners Investment Management's TDG Position: Q2 2026 in Review

Coalescence Partners Investment Management reduced its TransDigm Group (TDG) stake by 32% in Q2 2026, selling an estimated $11M and leaving 19,353 shares worth $25.8M. The position accounts for 7.57% of the portfolio, ranked #5.

Coalescence Partners Investment Management first reported a position in TDG in Q4 2024 and has held it in 7 quarters since. The position peaked at $37.6M in Q4 2025. 1,138 funds tracked by Wall St. Rank hold TDG as of Q2 2026.

Coalescence Partners Investment Management held 19,353 shares of TransDigm Group worth $25.8M as of Q2 2026.
Coalescence Partners Investment Management sold 8,929 TransDigm Group shares in Q2 2026, an estimated $11M.
TransDigm Group made up 7.57% of Coalescence Partners Investment Management's portfolio in Q2 2026, its #5 holding.
Coalescence Partners Investment Management first reported a position in TransDigm Group in Q4 2024 and has held it in 7 quarters since.
Coalescence Partners Investment Management's TransDigm Group position peaked at $37.6M in Q4 2025.
1,138 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2026.

Based on Coalescence Partners Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.