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 $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

Creative Planning's TDG Position: Q2 2026 in Review

Creative Planning increased its TransDigm Group (TDG) stake by 37% in Q2 2026, buying an estimated $4.61M and bringing the position to 13,798 shares worth $18.4M. The position accounts for 0.01% of the portfolio, ranked #550.

Creative Planning first reported a position in TDG in Q2 2013 and has held it in 52 quarters since. 1,143 funds tracked by Wall St. Rank hold TDG as of Q2 2026.

  • Creative Planning held 13,798 shares of TransDigm Group worth $18.4M as of Q2 2026.
  • Creative Planning bought 3,754 TransDigm Group shares in Q2 2026, an estimated $4.61M.
  • TransDigm Group made up 0.01% of Creative Planning's portfolio in Q2 2026, its #550 holding.
  • Creative Planning first reported a position in TransDigm Group in Q2 2013 and has held it in 52 quarters since.
  • 1,143 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.