Family Management’s TransDigm Group TDG Stock Holding History

Family 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 Q2	$300K	Sell	225 -16	-7%	-$19.6K	0.03%	223
2026 Q1	$279K	Hold	241	–	–	0.03%	218
2025 Q4	$320K	Buy	241 +28	+13%	+$36.7K	0.04%	183
2025 Q3	$281K	Buy	213 +26	+14%	+$37.2K	0.04%	170
2025 Q2	$284K	Buy	187 +9	+5%	+$12.6K	0.04%	156
2025 Q1	$246K	Buy	+178	New	+$237K	0.04%	154
2022 Q2	–	Sell	-5,569	Closed	-$3.63M	–	197
2022 Q1	$3.63M	Sell	5,569 -12	-0.2%	-$7.71K	1.01%	32
2021 Q4	$3.55M	Buy	5,581 +93	+2%	+$58.2K	0.92%	36
2021 Q3	$3.43M	Buy	+5,488	New	+$3.43M	0.95%	37

Other funds holding TDG

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

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 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

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

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

Family Management's TDG Position: Q2 2026 in Review

Family Management reduced its TransDigm Group (TDG) stake by 6.6% in Q2 2026, selling an estimated $19.6K and leaving 225 shares worth $300K. The position accounts for 0.03% of the portfolio, ranked #223.

Family Management first reported a position in TDG in Q3 2021 and has held it in 9 quarters since. The position peaked at $3.63M in Q1 2022. 1,140 funds tracked by Wall St. Rank hold TDG as of Q2 2026.

Family Management held 225 shares of TransDigm Group worth $300K as of Q2 2026.
Family Management sold 16 TransDigm Group shares in Q2 2026, an estimated $19.6K.
TransDigm Group made up 0.03% of Family Management's portfolio in Q2 2026, its #223 holding.
Family Management first reported a position in TransDigm Group in Q3 2021 and has held it in 9 quarters since.
Family Management's TransDigm Group position peaked at $3.63M in Q1 2022.
1,140 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2026.

Based on Family Management's 13F filing for Q2 2026, filed 14 Aug 2026.