Envestnet Portfolio Solutions’s TransDigm Group TDG Stock Holding History

Envestnet Portfolio Solutions’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	$241K	Sell	208 -3,994	-95%	-$5.24M	﹤0.01%	1203
2025 Q4	$5.59M	Buy	4,202 +284	+7%	+$372K	0.02%	345
2025 Q3	$5.16M	Sell	3,918 -23	-0.6%	-$32.9K	0.02%	348
2025 Q2	$5.99M	Sell	3,941 -5	-0.1%	-$7.02K	0.02%	318
2025 Q1	$5.46M	Sell	3,946 -488	-11%	-$651K	0.02%	342
2024 Q4	$5.62M	Buy	4,434 +365	+9%	+$481K	0.02%	366
2024 Q3	$5.81M	Buy	4,069 +243	+6%	+$316K	0.02%	354
2024 Q2	$4.89M	Buy	3,826 +789	+26%	+$1.01M	0.02%	377
2024 Q1	$3.74M	Buy	3,037 +510	+20%	+$574K	0.01%	459
2023 Q4	$2.56M	Buy	2,527 +165	+7%	+$152K	0.01%	522
2023 Q3	$1.99M	Buy	+2,362	New	+$2.07M	0.01%	547

Other funds holding TDG

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Envestnet Portfolio Solutions's TDG Position: Q1 2026 in Review

Envestnet Portfolio Solutions reduced its TransDigm Group (TDG) stake by 95% in Q1 2026, selling an estimated $5.24M and leaving 208 shares worth $241K. The position accounts for ﹤0.01% of the portfolio, ranked #1203.

Envestnet Portfolio Solutions first reported a position in TDG in Q3 2023 and has held it in 11 quarters since. The position peaked at $5.99M in Q2 2025. 1,107 funds tracked by Wall St. Rank hold TDG as of Q1 2026.

Envestnet Portfolio Solutions held 208 shares of TransDigm Group worth $241K as of Q1 2026.
Envestnet Portfolio Solutions sold 3,994 TransDigm Group shares in Q1 2026, an estimated $5.24M.
TransDigm Group made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q1 2026, its #1203 holding.
Envestnet Portfolio Solutions first reported a position in TransDigm Group in Q3 2023 and has held it in 11 quarters since.
Envestnet Portfolio Solutions's TransDigm Group position peaked at $5.99M in Q2 2025.
1,107 funds tracked by Wall St. Rank held TransDigm Group as of Q1 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.