Doliver Advisors’s TransDigm Group TDG Stock Holding History

Doliver Advisors’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 Q3	$709K	Sell	655 -8	-1%	-$9.6K	0.15%	97
2026 Q2	$883K	Sell	663 -95	-13%	-$117K	0.2%	82
2026 Q1	$878K	Sell	758 -52	-6%	-$68.2K	0.2%	75
2025 Q4	$1.08M	Buy	810 +215	+36%	+$282K	0.27%	68
2025 Q3	$784K	Buy	595 +6	+1%	+$8.58K	0.2%	87
2025 Q2	$896K	Buy	589 +146	+33%	+$205K	0.25%	74
2025 Q1	$613K	Buy	+443	New	+$591K	0.17%	88

Other funds holding TDG

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Doliver Advisors's TDG Position: Q3 2026 in Review

Doliver Advisors reduced its TransDigm Group (TDG) stake by 1.2% in Q3 2026, selling an estimated $9.6K and leaving 655 shares worth $709K. The position accounts for 0.15% of the portfolio, ranked #97.

Doliver Advisors first reported a position in TDG in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.08M in Q4 2025. 751 funds tracked by Wall St. Rank hold TDG as of Q3 2026.

Doliver Advisors held 655 shares of TransDigm Group worth $709K as of Q3 2026.
Doliver Advisors sold 8 TransDigm Group shares in Q3 2026, an estimated $9.6K.
TransDigm Group made up 0.15% of Doliver Advisors's portfolio in Q3 2026, its #97 holding.
Doliver Advisors first reported a position in TransDigm Group in Q1 2025 and has held it in 7 quarters since.
Doliver Advisors's TransDigm Group position peaked at $1.08M in Q4 2025.
751 funds tracked by Wall St. Rank held TransDigm Group as of Q3 2026.

Based on Doliver Advisors's 13F filing for Q3 2026, filed 1 Oct 2026.