First Manhattan’s TransDigm Group TDG Stock Holding History

First Manhattan’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	$571K	Sell	493 -292	-37%	-$383K	﹤0.01%	537
2025 Q4	$1.04M	Buy	785 +255	+48%	+$334K	﹤0.01%	433
2025 Q3	$699K	Buy	530 +3	+0.6%	+$4.29K	﹤0.01%	486
2025 Q2	$801K	Buy	527 +2	+0.4%	+$2.81K	﹤0.01%	458
2025 Q1	$726K	Hold	525	–	–	﹤0.01%	444
2024 Q4	$665K	Hold	525	–	–	﹤0.01%	453
2024 Q3	$749K	Hold	525	–	–	﹤0.01%	409
2024 Q2	$671K	Hold	525	–	–	﹤0.01%	418
2024 Q1	$647K	Sell	525 -5	-0.9%	-$5.63K	﹤0.01%	442
2023 Q4	$536K	Sell	530 -9	-2%	-$8.3K	﹤0.01%	465
2023 Q3	$454K	Hold	539	–	–	﹤0.01%	502
2023 Q2	$482K	Buy	539 +9	+2%	+$7.12K	﹤0.01%	491
2023 Q1	$391K	Hold	530	–	–	﹤0.01%	550
2022 Q4	$334K	Hold	530	–	–	﹤0.01%	600
2022 Q3	$278K	Sell	530 -125	-19%	-$74.6K	﹤0.01%	625
2022 Q2	$351K	Hold	655	–	–	﹤0.01%	602
2022 Q1	$426K	Buy	655 +125	+24%	+$80.3K	﹤0.01%	611
2021 Q4	$337K	Hold	530	–	–	﹤0.01%	640
2021 Q3	$331K	Hold	530	–	–	﹤0.01%	635
2021 Q2	$343K	Sell	530 -40	-7%	-$25.1K	﹤0.01%	630
2021 Q1	$335K	Hold	570	–	–	﹤0.01%	607
2020 Q4	$352K	Hold	570	–	–	﹤0.01%	573
2020 Q3	$270K	Sell	570 -1	-0.2%	-$470	﹤0.01%	603
2020 Q2	$252K	Hold	571	–	–	﹤0.01%	604
2020 Q1	$182K	Sell	571 -74	-11%	-$40.3K	﹤0.01%	638
2019 Q4	$361K	Sell	645 -225	-26%	-$123K	﹤0.01%	581
2019 Q3	$452K	Sell	870 -750	-46%	-$385K	﹤0.01%	543
2019 Q2	$783K	Hold	1,620	–	–	﹤0.01%	471
2019 Q1	$735K	Hold	1,620	–	–	﹤0.01%	491
2018 Q4	$550K	Buy	1,620 +500	+45%	+$172K	﹤0.01%	535
2018 Q3	$416K	Hold	1,120	–	–	﹤0.01%	611
2018 Q2	$386K	Hold	1,120	–	–	﹤0.01%	587
2018 Q1	$343K	Hold	1,120	–	–	﹤0.01%	594
2017 Q4	$307K	Hold	1,120	–	–	﹤0.01%	632
2017 Q3	$286K	Hold	1,120	–	–	﹤0.01%	617
2017 Q2	$301K	Hold	1,120	–	–	﹤0.01%	604
2017 Q1	$246K	Hold	1,120	–	–	﹤0.01%	650
2016 Q4	$278K	Hold	1,120	–	–	﹤0.01%	607
2016 Q3	$323K	Hold	1,120	–	–	﹤0.01%	581
2016 Q2	$295K	Hold	1,120	–	–	﹤0.01%	603
2016 Q1	$246K	Buy	1,120 +270	+32%	+$59K	﹤0.01%	628
2015 Q4	$194K	Sell	850 -950	-53%	-$214K	﹤0.01%	674
2015 Q3	$382K	Hold	1,800	–	–	﹤0.01%	550
2015 Q2	$404K	Sell	1,800 -151	-8%	-$33.8K	﹤0.01%	560
2015 Q1	$426K	Buy	1,951 +257	+15%	+$54.1K	﹤0.01%	542
2014 Q4	$332K	Buy	1,694 +194	+13%	+$36.6K	﹤0.01%	597
2014 Q3	$276K	Hold	1,500	–	–	﹤0.01%	628
2014 Q2	$250K	Hold	1,500	–	–	﹤0.01%	646
2014 Q1	$277K	Hold	1,500	–	–	﹤0.01%	625
2013 Q4	$241K	Hold	1,500	–	–	﹤0.01%	641
2013 Q3	$208K	Buy	1,500 +500	+50%	+$71.2K	﹤0.01%	657
2013 Q2	$143K	Buy	+1,000	New	+$150K	﹤0.01%	716

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

First Manhattan's TDG Position: Q1 2026 in Review

First Manhattan reduced its TransDigm Group (TDG) stake by 37% in Q1 2026, selling an estimated $383K and leaving 493 shares worth $571K. The position accounts for ﹤0.01% of the portfolio, ranked #537.

First Manhattan first reported a position in TDG in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.04M in Q4 2025. 1,107 funds tracked by Wall St. Rank hold TDG as of Q1 2026.

First Manhattan held 493 shares of TransDigm Group worth $571K as of Q1 2026.
First Manhattan sold 292 TransDigm Group shares in Q1 2026, an estimated $383K.
TransDigm Group made up ﹤0.01% of First Manhattan's portfolio in Q1 2026, its #537 holding.
First Manhattan first reported a position in TransDigm Group in Q2 2013 and has held it in 52 quarters since.
First Manhattan's TransDigm Group position peaked at $1.04M in Q4 2025.
1,107 funds tracked by Wall St. Rank held TransDigm Group as of Q1 2026.

Based on First Manhattan's 13F filing for Q1 2026, filed 15 May 2026.