Creative Planning
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Creative Planning’s TransDigm Group TDG Stock Holding History

Creative Planning’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
2017
Q3 		– Sell
-1,000
Closed -$2K – 3521
2017
Q2 		$2K Hold
1,000
– – ﹤0.01% 4337
2017
Q1 		$20K Buy
+1,000
New +$239K ﹤0.01% 3137

Other funds holding TDG

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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.