Financial Perspectives’s TransDigm Group TDG Stock Holding History

Financial Perspectives’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	$2.66K	Hold	2	–	–	﹤0.01%	636
2026 Q1	$2.32K	Hold	2	–	–	﹤0.01%	633
2025 Q4	$2.66K	Hold	2	–	–	﹤0.01%	627
2025 Q3	$2.64K	Hold	2	–	–	﹤0.01%	621
2025 Q2	$3.04K	Hold	2	–	–	﹤0.01%	603
2025 Q1	$2.77K	Hold	2	–	–	﹤0.01%	607
2024 Q4	$2.54K	Hold	2	–	–	﹤0.01%	613
2024 Q3	$2.85K	Hold	2	–	–	﹤0.01%	562
2024 Q2	$2.56K	Hold	2	–	–	﹤0.01%	562
2024 Q1	$2.46K	Hold	2	–	–	﹤0.01%	559
2023 Q4	$2.02K	Hold	2	–	–	﹤0.01%	594
2023 Q3	$1.69K	Hold	2	–	–	﹤0.01%	613
2023 Q2	$1.79K	Hold	2	–	–	﹤0.01%	594
2023 Q1	$1.47K	Hold	2	–	–	﹤0.01%	600
2022 Q4	$1.26K	Hold	2	–	–	﹤0.01%	616
2022 Q3	$1.05K	Buy	+2	New	+$1.19K	﹤0.01%	627

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

Financial Perspectives's TDG Position: Q2 2026 in Review

Financial Perspectives held its TransDigm Group (TDG) position steady in Q2 2026 at 2 shares worth $2.66K. The position accounts for ﹤0.01% of the portfolio, ranked #636.

Financial Perspectives first reported a position in TDG in Q3 2022 and has held it in 16 quarters since. The position peaked at $3.04K in Q2 2025. 1,140 funds tracked by Wall St. Rank hold TDG as of Q2 2026.

Financial Perspectives held 2 shares of TransDigm Group worth $2.66K as of Q2 2026.
Financial Perspectives left its TransDigm Group share count unchanged in Q2 2026.
TransDigm Group made up ﹤0.01% of Financial Perspectives's portfolio in Q2 2026, its #636 holding.
Financial Perspectives first reported a position in TransDigm Group in Q3 2022 and has held it in 16 quarters since.
Financial Perspectives's TransDigm Group position peaked at $3.04K in Q2 2025.
1,140 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.