Exencial Wealth Advisors’s TransDigm Group TDG Stock Holding History

Exencial 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	$1.2M	Buy	+1,036	New	+$1.36M	0.04%	273

Other funds holding TDG

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Exencial Wealth Advisors opened a new position in TransDigm Group (TDG) in Q1 2026: 1,036 shares worth $1.2M. The stake represents 0.04% of the portfolio and ranks #273 among its holdings.

1,112 funds tracked by Wall St. Rank hold TDG as of Q1 2026.

Exencial Wealth Advisors held 1,036 shares of TransDigm Group worth $1.2M as of Q1 2026.
TransDigm Group was a new Exencial Wealth Advisors position in Q1 2026.
TransDigm Group made up 0.04% of Exencial Wealth Advisors's portfolio in Q1 2026, its #273 holding.
1,112 funds tracked by Wall St. Rank held TransDigm Group as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.