Edgewood Management
TDG icon

Edgewood Management’s TransDigm Group TDG Stock Holding History

Edgewood 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
Q2 		$371M Sell
278,240
-339,261
-55% -$417M 3.82% 14
2026
Q1 		$716M Buy
617,501
+36,089
+6% +$47.3M 4.62% 11
2025
Q4 		$773M Sell
581,412
-55,429
-9% -$72.7M 3.68% 16
2025
Q3 		$839M Sell
636,841
-59,370
-9% -$84.9M 2.97% 18
2025
Q2 		$1.06B Buy
696,211
+40,837
+6% +$57.4M 3.37% 17
2025
Q1 		$907M Buy
655,374
+340,057
+108% +$453M 3.16% 17
2024
Q4 		$400M Buy
+315,317
New +$415M 1.15% 22

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

Edgewood Management's TDG Position: Q2 2026 in Review

Edgewood Management reduced its TransDigm Group (TDG) stake by 55% in Q2 2026, selling an estimated $417M and leaving 278,240 shares worth $371M. The position accounts for 3.82% of the portfolio, ranked #14.

Edgewood Management first reported a position in TDG in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.06B in Q2 2025. 1,138 funds tracked by Wall St. Rank hold TDG as of Q2 2026.

  • Edgewood Management held 278,240 shares of TransDigm Group worth $371M as of Q2 2026.
  • Edgewood Management sold 339,261 TransDigm Group shares in Q2 2026, an estimated $417M.
  • TransDigm Group made up 3.82% of Edgewood Management's portfolio in Q2 2026, its #14 holding.
  • Edgewood Management first reported a position in TransDigm Group in Q4 2024 and has held it in 7 quarters since.
  • Edgewood Management's TransDigm Group position peaked at $1.06B in Q2 2025.
  • 1,138 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2026.

Based on Edgewood Management's 13F filing for Q2 2026, filed 13 Aug 2026.