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EP Wealth Advisors’s TransDigm Group TDG Stock Holding History

EP Wealth 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
Q1 		$1.06M Sell
911
-7
-0.8% -$9.18K 0.01% 628
2025
Q4 		$1.22M Buy
+918
New +$1.2M 0.01% 565
2025
Q2 		$9.31M Sell
6,124
-180
-3% -$253K 0.06% 192
2025
Q1 		$8.72M Buy
6,304
+8
+0.1% +$10.7K 0.07% 163
2024
Q4 		$7.98M Sell
6,296
-2
-0% -$2.63K 0.07% 165
2024
Q3 		$8.99M Buy
6,298
+183
+3% +$238K 0.08% 157
2024
Q2 		$7.81M Buy
6,115
+65
+1% +$83.3K 0.08% 140
2024
Q1 		$7.45M Buy
6,050
+5
+0.1% +$5.63K 0.09% 132
2023
Q4 		$6.12M Buy
6,045
+96
+2% +$88.6K 0.08% 141
2023
Q3 		$5.02M Sell
5,949
-38,882
-87% -$34.1M 0.08% 145
2023
Q2 		$5.16M Buy
+44,831
New +$35.5M 0.07% 148
2016
Q2 		– Sell
-2,030
Closed -$447K – 145
2016
Q1 		$447K Hold
2,030
– – 0.07% 89
2015
Q4 		$464K Hold
2,030
– – 0.08% 93
2015
Q3 		$431K Hold
2,030
– – 0.08% 86
2015
Q2 		$456K Hold
2,030
– – 0.09% 72
2015
Q1 		$444K Hold
2,030
– – 0.08% 76
2014
Q4 		$399K Hold
2,030
– – 0.07% 93
2014
Q3 		$374K Hold
2,030
– – 0.06% 79
2014
Q2 		$340K Hold
2,030
– – 0.08% 77
2014
Q1 		$376K Sell
2,030
-1,780
-47% -$311K 0.1% 72
2013
Q4 		$613K Sell
3,810
-200
-5% -$29.8K 0.16% 62
2013
Q3 		$556K Sell
4,010
-510
-11% -$72.6K 0.17% 56
2013
Q2 		$709K Buy
+4,520
New +$678K 0.26% 42

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

EP Wealth Advisors's TDG Position: Q1 2026 in Review

EP Wealth Advisors reduced its TransDigm Group (TDG) stake by 0.76% in Q1 2026, selling an estimated $9.18K and leaving 911 shares worth $1.06M. The position accounts for 0.01% of the portfolio, ranked #628.

EP Wealth Advisors first reported a position in TDG in Q2 2013 and has held it in 23 quarters since. The position peaked at $9.31M in Q2 2025. 1,107 funds tracked by Wall St. Rank hold TDG as of Q1 2026.

  • EP Wealth Advisors held 911 shares of TransDigm Group worth $1.06M as of Q1 2026.
  • EP Wealth Advisors sold 7 TransDigm Group shares in Q1 2026, an estimated $9.18K.
  • TransDigm Group made up 0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #628 holding.
  • EP Wealth Advisors first reported a position in TransDigm Group in Q2 2013 and has held it in 23 quarters since.
  • EP Wealth Advisors's TransDigm Group position peaked at $9.31M in Q2 2025.
  • 1,107 funds tracked by Wall St. Rank held TransDigm Group as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.