Creative Planning’s TransDigm Group TDG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $11.6M | Sell |
10,044
-808
| -7% | -$1.06M | 0.01% | 625 |
|
|
2025
Q4 | $14.4M | Buy |
10,852
+1,667
| +18% | +$2.19M | 0.01% | 494 |
|
|
2025
Q3 | $12.1M | Sell |
9,185
-2,088
| -19% | -$2.98M | 0.01% | 506 |
|
|
2025
Q2 | $17.1M | Buy |
11,273
+1,957
| +21% | +$2.75M | 0.01% | 372 |
|
|
2025
Q1 | $12.9M | Buy |
9,316
+190
| +2% | +$253K | 0.01% | 419 |
|
|
2024
Q4 | $11.6M | Buy |
9,126
+3,280
| +56% | +$4.32M | 0.01% | 404 |
|
|
2024
Q3 | $8.34M | Buy |
5,846
+222
| +4% | +$289K | 0.01% | 492 |
|
|
2024
Q2 | $7.19M | Buy |
5,624
+1,152
| +26% | +$1.48M | 0.01% | 513 |
|
|
2024
Q1 | $5.51M | Buy |
4,472
+543
| +14% | +$611K | 0.01% | 574 |
|
|
2023
Q4 | $3.97M | Buy |
3,929
+391
| +11% | +$361K | 0.01% | 634 |
|
|
2023
Q3 | $2.98M | Buy |
3,538
+294
| +9% | +$258K | ﹤0.01% | 693 |
|
|
2023
Q2 | $2.9M | Buy |
3,244
+875
| +37% | +$692K | ﹤0.01% | 679 |
|
|
2023
Q1 | $1.75M | Sell |
2,369
-261
| -10% | -$186K | ﹤0.01% | 829 |
|
|
2022
Q4 | $1.66M | Buy |
2,630
+305
| +13% | +$180K | ﹤0.01% | 824 |
|
|
2022
Q3 | $1.22M | Buy |
2,325
+379
| +19% | +$226K | ﹤0.01% | 880 |
|
|
2022
Q2 | $1.04M | Buy |
1,946
+477
| +32% | +$282K | ﹤0.01% | 957 |
|
|
2022
Q1 | $957K | Buy |
1,469
+89
| +6% | +$57.2K | ﹤0.01% | 1004 |
|
|
2021
Q4 | $878K | Sell |
1,380
-3,820
| -73% | -$2.39M | ﹤0.01% | 1011 |
|
|
2021
Q3 | $3.25M | Buy |
5,200
+323
| +7% | +$202K | 0.01% | 539 |
|
|
2021
Q2 | $3.16M | Sell |
4,877
-1,253
| -20% | -$786K | 0.01% | 528 |
|
|
2021
Q1 | $3.6M | Buy |
6,130
+3,645
| +147% | +$2.15M | 0.01% | 503 |
|
|
2020
Q4 | $1.54M | Buy |
2,485
+475
| +24% | +$261K | ﹤0.01% | 768 |
|
|
2020
Q3 | $955K | Buy |
2,010
+246
| +14% | +$116K | ﹤0.01% | 824 |
|
|
2020
Q2 | $780K | Sell |
1,764
-2,072
| -54% | -$784K | ﹤0.01% | 839 |
|
|
2020
Q1 | $1.23M | Buy |
3,836
+1,769
| +86% | +$964K | ﹤0.01% | 568 |
|
|
2019
Q4 | $1.16M | Buy |
2,067
+95
| +5% | +$52K | ﹤0.01% | 721 |
|
|
2019
Q3 | $1.03M | Sell |
1,972
-873
| -31% | -$448K | ﹤0.01% | 744 |
|
|
2019
Q2 | $1.38M | Buy |
2,845
+932
| +49% | +$436K | ﹤0.01% | 628 |
|
|
2019
Q1 | $868K | Buy |
1,913
+74
| +4% | +$30K | ﹤0.01% | 784 |
|
|
2018
Q4 | $625K | Sell |
1,839
-115
| -6% | -$39.5K | ﹤0.01% | 860 |
|
|
2018
Q3 | $727K | Buy |
1,954
+32
| +2% | +$11.5K | ﹤0.01% | 897 |
|
|
2018
Q2 | $663K | Buy |
1,922
+11
| +0.6% | +$3.61K | ﹤0.01% | 936 |
|
|
2018
Q1 | $587K | Sell |
1,911
-1,702
| -47% | -$501K | ﹤0.01% | 1005 |
|
|
2017
Q4 | $992K | Buy |
3,613
+1,448
| +67% | +$393K | ﹤0.01% | 737 |
|
|
2017
Q3 | $553K | Buy |
2,165
+264
| +14% | +$71.4K | ﹤0.01% | 1001 |
|
|
2017
Q2 | $511K | Sell |
1,901
-86
| -4% | -$21.8K | ﹤0.01% | 999 |
|
|
2017
Q1 | $437K | Sell |
1,987
-1,013
| -34% | -$242K | ﹤0.01% | 1059 |
|
|
2016
Q4 | $747K | Sell |
3,000
-762
| -20% | -$200K | ﹤0.01% | 742 |
|
|
2016
Q3 | $1.09M | Buy |
3,762
+2,908
| +341% | +$816K | 0.01% | 565 |
|
|
2016
Q2 | $225K | Sell |
854
-70
| -8% | -$17.1K | ﹤0.01% | 1200 |
|
|
2016
Q1 | $204K | Buy |
924
+351
| +61% | +$76.6K | ﹤0.01% | 1203 |
|
|
2015
Q4 | $131K | Buy |
573
+68
| +13% | +$15.3K | ﹤0.01% | 1482 |
|
|
2015
Q3 | $107K | Buy |
+505
| New | +$116K | ﹤0.01% | 1561 |
|
|
2015
Q2 | – | Sell |
-652
| Closed | -$143K | – | 2814 |
|
|
2015
Q1 | $143K | Sell |
652
-140
| -18% | -$29.5K | ﹤0.01% | 1372 |
|
|
2014
Q4 | $156K | Buy |
792
+187
| +31% | +$35.3K | ﹤0.01% | 1291 |
|
|
2014
Q3 | $112K | Buy |
605
+200
| +49% | +$35.7K | ﹤0.01% | 1402 |
|
|
2014
Q2 | $68K | Hold |
405
| – | – | ﹤0.01% | 1672 |
|
|
2014
Q1 | $75K | Hold |
405
| – | – | ﹤0.01% | 1567 |
|
|
2013
Q4 | $65K | Buy |
405
+200
| +98% | +$29.8K | ﹤0.01% | 1436 |
|
|
2013
Q3 | $28K | Hold |
205
| – | – | ﹤0.01% | 1898 |
|
|
2013
Q2 | $32K | Buy |
+205
| New | +$30.8K | ﹤0.01% | 1649 |
|
Other funds holding TDG
VCM
VPM
Creative Planning's TDG Position: Q1 2026 in Review
Creative Planning reduced its TransDigm Group (TDG) stake by 7.4% in Q1 2026, selling an estimated $1.06M and leaving 10,044 shares worth $11.6M. The position accounts for 0.01% of the portfolio, ranked #625.
Creative Planning first reported a position in TDG in Q2 2013 and has held it in 51 quarters since. The position peaked at $17.1M in Q2 2025. 1,107 funds tracked by Wall St. Rank hold TDG as of Q1 2026.
- Creative Planning held 10,044 shares of TransDigm Group worth $11.6M as of Q1 2026.
- Creative Planning sold 808 TransDigm Group shares in Q1 2026, an estimated $1.06M.
- TransDigm Group made up 0.01% of Creative Planning's portfolio in Q1 2026, its #625 holding.
- Creative Planning first reported a position in TransDigm Group in Q2 2013 and has held it in 51 quarters since.
- Creative Planning's TransDigm Group position peaked at $17.1M in Q2 2025.
- 1,107 funds tracked by Wall St. Rank held TransDigm Group as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.