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Equitable Trust’s TransDigm Group TDG Stock Holding History

Equitable Trust’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 		$7.99M Buy
6,897
+567
+9% +$743K 0.37% 57
2025
Q4 		$8.42M Sell
6,330
-69
-1% -$90.4K 0.38% 54
2025
Q3 		$8.43M Buy
6,399
+28
+0.4% +$40K 0.39% 53
2025
Q2 		$9.69M Buy
6,371
+484
+8% +$680K 0.48% 44
2025
Q1 		$8.14M Buy
5,887
+450
+8% +$600K 0.45% 45
2024
Q4 		$6.89M Sell
5,437
-79
-1% -$104K 0.38% 47
2024
Q3 		$7.87M Sell
5,516
-338
-6% -$440K 0.51% 40
2024
Q2 		$7.48M Sell
5,854
-66
-1% -$84.6K 0.51% 40
2024
Q1 		$7.29M Sell
5,920
-383
-6% -$431K 0.51% 38
2023
Q4 		$6.38M Sell
6,303
-87
-1% -$80.3K 0.48% 42
2023
Q3 		$5.39M Sell
6,390
-166
-3% -$146K 0.45% 45
2023
Q2 		$5.86M Sell
6,556
-294
-4% -$233K 0.45% 42
2023
Q1 		$5.05M Sell
6,850
-1,111
-14% -$794K 0.4% 47
2022
Q4 		$5.01M Sell
7,961
-646
-8% -$381K 0.4% 52
2022
Q3 		$4.52M Sell
8,607
-11,030
-56% -$6.58M 0.38% 60
2022
Q2 		$10.5M Sell
19,637
-40
-0.2% -$23.6K 0.79% 29
2022
Q1 		$12.8M Buy
19,677
+329
+2% +$211K 0.82% 31
2021
Q4 		$12.3M Sell
19,348
-21
-0.1% -$13.1K 0.76% 36
2021
Q3 		$12.1M Buy
19,369
+1,399
+8% +$874K 0.77% 31
2021
Q2 		$11.6M Sell
17,970
-33
-0.2% -$20.7K 0.75% 32
2021
Q1 		$10.6M Buy
18,003
+831
+5% +$490K 0.79% 34
2020
Q4 		$10.6M Buy
17,172
+5,116
+42% +$2.81M 0.79% 34
2020
Q3 		$5.73M Buy
12,056
+8,887
+280% +$4.18M 0.49% 56
2020
Q2 		$1.4M Buy
3,169
+51
+2% +$19.3K 0.13% 134
2020
Q1 		$998K Buy
3,118
+2,388
+327% +$1.3M 0.11% 150
2019
Q4 		$409K Buy
730
+40
+6% +$21.9K 0.04% 214
2019
Q3 		$359K Hold
690
– – 0.04% 215
2019
Q2 		$334K Sell
690
-9
-1% -$4.21K 0.04% 227
2019
Q1 		$317K Hold
699
– – 0.04% 233
2018
Q4 		$238K Buy
699
+2
+0.3% +$686 0.03% 243
2018
Q3 		$259K Buy
+697
New +$251K 0.03% 264

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

Equitable Trust's TDG Position: Q1 2026 in Review

Equitable Trust increased its TransDigm Group (TDG) stake by 9% in Q1 2026, buying an estimated $743K and bringing the position to 6,897 shares worth $7.99M. The position accounts for 0.37% of the portfolio, ranked #57.

Equitable Trust first reported a position in TDG in Q3 2018 and has held it in 31 quarters since. The position peaked at $12.8M in Q1 2022. 1,107 funds tracked by Wall St. Rank hold TDG as of Q1 2026.

  • Equitable Trust held 6,897 shares of TransDigm Group worth $7.99M as of Q1 2026.
  • Equitable Trust bought 567 TransDigm Group shares in Q1 2026, an estimated $743K.
  • TransDigm Group made up 0.37% of Equitable Trust's portfolio in Q1 2026, its #57 holding.
  • Equitable Trust first reported a position in TransDigm Group in Q3 2018 and has held it in 31 quarters since.
  • Equitable Trust's TransDigm Group position peaked at $12.8M in Q1 2022.
  • 1,107 funds tracked by Wall St. Rank held TransDigm Group as of Q1 2026.

Based on Equitable Trust's 13F filing for Q1 2026, filed 30 Apr 2026.