Financial Consulate’s TransDigm Group TDG Stock Holding History

Financial Consulate’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	$341K	Sell	294 -79	-21%	-$104K	0.04%	108
2025 Q4	$496K	Sell	373 -79	-17%	-$104K	0.07%	85
2025 Q3	$596K	Buy	+452	New	+$646K	0.08%	78
2023 Q2	–	Sell	-901	Closed	-$664K	–	103
2023 Q1	$664K	Buy	901 +17	+2%	+$12.1K	0.23%	47
2022 Q4	$557K	Buy	884 +23	+3%	+$13.6K	0.19%	64
2022 Q3	$452K	Buy	861 +28	+3%	+$16.7K	0.19%	63
2022 Q2	$447K	Buy	833 +144	+21%	+$85K	0.21%	71
2022 Q1	$449K	Buy	689 +24	+4%	+$15.4K	0.17%	75
2021 Q4	$423K	Buy	665 +164	+33%	+$103K	0.15%	86
2021 Q3	$313K	Buy	501 +56	+13%	+$35K	0.11%	99
2021 Q2	$288K	Buy	445 +57	+15%	+$35.8K	0.1%	97
2021 Q1	$228K	Buy	+388	New	+$229K	0.09%	106

Other funds holding TDG

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Financial Consulate's TDG Position: Q1 2026 in Review

Financial Consulate reduced its TransDigm Group (TDG) stake by 21% in Q1 2026, selling an estimated $104K and leaving 294 shares worth $341K. The position accounts for 0.04% of the portfolio, ranked #108.

Financial Consulate first reported a position in TDG in Q1 2021 and has held it in 12 quarters since. The position peaked at $664K in Q1 2023. 1,107 funds tracked by Wall St. Rank hold TDG as of Q1 2026.

Financial Consulate held 294 shares of TransDigm Group worth $341K as of Q1 2026.
Financial Consulate sold 79 TransDigm Group shares in Q1 2026, an estimated $104K.
TransDigm Group made up 0.04% of Financial Consulate's portfolio in Q1 2026, its #108 holding.
Financial Consulate first reported a position in TransDigm Group in Q1 2021 and has held it in 12 quarters since.
Financial Consulate's TransDigm Group position peaked at $664K in Q1 2023.
1,107 funds tracked by Wall St. Rank held TransDigm Group as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.