Cornerstone Planning Group’s TransDigm Group TDG Stock Holding History

Cornerstone Planning Group’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	$13.1K	Buy	11 +1	+10%	+$1.23K	﹤0.01%	805
2026 Q1	$11.9K	Buy	10 +6	+150%	+$7.87K	﹤0.01%	848
2025 Q4	$5.65K	Sell	4 -379	-99%	-$497K	﹤0.01%	958
2025 Q3	$30.6K	Buy	383 +378	+7,560%	+$540K	﹤0.01%	463
2025 Q2	$7.08K	Buy	5 +2	+67%	+$2.81K	﹤0.01%	639
2025 Q1	$4.06K	Buy	3 +2	+200%	+$2.67K	﹤0.01%	788
2024 Q4	$1.34K	Hold	1	–	–	﹤0.01%	895
2024 Q3	$1.34K	Buy	+1	New	+$1.3K	﹤0.01%	871

Other funds holding TDG

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Cornerstone Planning Group's TDG Position: Q2 2026 in Review

Cornerstone Planning Group increased its TransDigm Group (TDG) stake by 10% in Q2 2026, buying an estimated $1.23K and bringing the position to 11 shares worth $13.1K. The position accounts for ﹤0.01% of the portfolio, ranked #805.

Cornerstone Planning Group first reported a position in TDG in Q3 2024 and has held it in 8 quarters since. The position peaked at $30.6K in Q3 2025. 683 funds tracked by Wall St. Rank hold TDG as of Q2 2026.

Cornerstone Planning Group held 11 shares of TransDigm Group worth $13.1K as of Q2 2026.
Cornerstone Planning Group bought 1 TransDigm Group share in Q2 2026, an estimated $1.23K.
TransDigm Group made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #805 holding.
Cornerstone Planning Group first reported a position in TransDigm Group in Q3 2024 and has held it in 8 quarters since.
Cornerstone Planning Group's TransDigm Group position peaked at $30.6K in Q3 2025.
683 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.