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Diversify Wealth Management’s TransDigm Group TDG Stock Holding History

Diversify Wealth Management’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
Q1 		$2.47M Buy
2,163
+65
+3% +$85.2K 0.04% 322
2025
Q4 		$2.9M Buy
2,098
+128
+6% +$168K 0.14% 179
2025
Q3 		$2.56M Buy
1,970
+68
+4% +$97.2K 0.15% 160
2025
Q2 		$2.68M Buy
1,902
+135
+8% +$190K 0.17% 154
2025
Q1 		$2.49M Buy
+1,767
New +$2.36M 0.18% 151

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

Diversify Wealth Management's TDG Position: Q1 2026 in Review

Diversify Wealth Management increased its TransDigm Group (TDG) stake by 3.1% in Q1 2026, buying an estimated $85.2K and bringing the position to 2,163 shares worth $2.47M. The position accounts for 0.04% of the portfolio, ranked #322.

Diversify Wealth Management first reported a position in TDG in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.9M in Q4 2025. 1,107 funds tracked by Wall St. Rank hold TDG as of Q1 2026.

  • Diversify Wealth Management held 2,163 shares of TransDigm Group worth $2.47M as of Q1 2026.
  • Diversify Wealth Management bought 65 TransDigm Group shares in Q1 2026, an estimated $85.2K.
  • TransDigm Group made up 0.04% of Diversify Wealth Management's portfolio in Q1 2026, its #322 holding.
  • Diversify Wealth Management first reported a position in TransDigm Group in Q1 2025 and has held it in 5 quarters since.
  • Diversify Wealth Management's TransDigm Group position peaked at $2.9M in Q4 2025.
  • 1,107 funds tracked by Wall St. Rank held TransDigm Group as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.