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Evergreen Capital Management’s TransDigm Group TDG Stock Holding History

Evergreen Capital 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
Q1 		$724K Buy
625
+231
+59% +$303K 0.02% 605
2025
Q4 		$524K Buy
394
+22
+6% +$28.8K 0.01% 717
2025
Q3 		$490K Buy
372
+46
+14% +$65.8K 0.01% 672
2025
Q2 		$496K Buy
326
+1
+0.3% +$1.41K 0.01% 559
2025
Q1 		$450K Buy
325
+29
+10% +$38.7K 0.02% 552
2024
Q4 		$375K Buy
+296
New +$390K 0.01% 629

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

Evergreen Capital Management's TDG Position: Q1 2026 in Review

Evergreen Capital Management increased its TransDigm Group (TDG) stake by 59% in Q1 2026, buying an estimated $303K and bringing the position to 625 shares worth $724K. The position accounts for 0.02% of the portfolio, ranked #605.

Evergreen Capital Management first reported a position in TDG in Q4 2024 and has held it in 6 quarters since. 1,107 funds tracked by Wall St. Rank hold TDG as of Q1 2026.

  • Evergreen Capital Management held 625 shares of TransDigm Group worth $724K as of Q1 2026.
  • Evergreen Capital Management bought 231 TransDigm Group shares in Q1 2026, an estimated $303K.
  • TransDigm Group made up 0.02% of Evergreen Capital Management's portfolio in Q1 2026, its #605 holding.
  • Evergreen Capital Management first reported a position in TransDigm Group in Q4 2024 and has held it in 6 quarters since.
  • 1,107 funds tracked by Wall St. Rank held TransDigm Group as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.