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Corient IA’s TransDigm Group TDG Stock Holding History

Corient IA’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 		$240K Hold
180
– – 0.22% 145
2026
Q1 		$209K Sell
180
-20
-10% -$26.2K 0.2% 193
2025
Q4 		$266K Hold
200
– – 0.25% 167
2025
Q3 		$264K Hold
200
– – 0.2% 198
2025
Q2 		$304K Hold
200
– – 0.18% 220
2025
Q1 		$277K Buy
+200
New +$267K 0.2% 226

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

Corient IA's TDG Position: Q2 2026 in Review

Corient IA held its TransDigm Group (TDG) position steady in Q2 2026 at 180 shares worth $240K. The position accounts for 0.22% of the portfolio, ranked #145.

Corient IA first reported a position in TDG in Q1 2025 and has held it in 6 quarters since. The position peaked at $304K in Q2 2025. 1,143 funds tracked by Wall St. Rank hold TDG as of Q2 2026.

  • Corient IA held 180 shares of TransDigm Group worth $240K as of Q2 2026.
  • Corient IA left its TransDigm Group share count unchanged in Q2 2026.
  • TransDigm Group made up 0.22% of Corient IA's portfolio in Q2 2026, its #145 holding.
  • Corient IA first reported a position in TransDigm Group in Q1 2025 and has held it in 6 quarters since.
  • Corient IA's TransDigm Group position peaked at $304K in Q2 2025.
  • 1,143 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2026.

Based on Corient IA's 13F filing for Q2 2026, filed 12 Aug 2026.