Forum Financial Management’s TransDigm Group TDG Stock Holding History

Forum Financial 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 Q1	–	Sell	-399	Closed	-$531K	–	911
2025 Q4	$531K	Sell	399 -47	-11%	-$61.6K	0.01%	444
2025 Q3	$588K	Buy	446 +127	+40%	+$182K	0.01%	390
2025 Q2	$485K	Hold	319	–	–	0.01%	425
2025 Q1	$441K	Hold	319	–	–	0.01%	422
2024 Q4	$404K	Hold	319	–	–	0.01%	473
2024 Q3	$455K	Sell	319 -1	-0.3%	-$1.3K	0.01%	360
2024 Q2	$409K	Buy	320 +1	+0.3%	+$1.28K	0.01%	372
2024 Q1	$393K	Hold	319	–	–	0.01%	406
2023 Q4	$323K	Sell	319 -7	-2%	-$6.46K	0.01%	425
2023 Q3	$275K	Buy	326 +8	+3%	+$7.02K	0.01%	449
2023 Q2	$284K	Buy	318 +4	+1%	+$3.16K	0.01%	454
2023 Q1	$231K	Buy	+314	New	+$224K	0.01%	496
2022 Q2	–	Sell	-315	Closed	-$205K	–	646
2022 Q1	$205K	Hold	315	–	–	0.01%	560
2021 Q4	$200K	Buy	+315	New	+$197K	0.01%	626

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

Forum Financial Management's TDG Position: Q1 2026 in Review

Forum Financial Management sold out of TransDigm Group (TDG) in Q1 2026, closing a stake of 399 shares — an estimated $531K sold.

Forum Financial Management first reported a position in TDG in Q4 2021 and held it in 14 quarters. The position peaked at $588K in Q3 2025. 1,112 funds tracked by Wall St. Rank hold TDG as of Q1 2026.

Forum Financial Management reported no remaining TransDigm Group position as of Q1 2026 after selling out during the quarter.
Forum Financial Management sold 399 TransDigm Group shares in Q1 2026, an estimated $531K.
Forum Financial Management first reported a position in TransDigm Group in Q4 2021 and held it in 14 quarters.
Forum Financial Management's TransDigm Group position peaked at $588K in Q3 2025.
1,112 funds tracked by Wall St. Rank held TransDigm Group as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.