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Foundations Investment Advisors’s TransDigm Group TDG Stock Holding History

Foundations Investment Advisors’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 		– Sell
-227
Closed -$263K – 1303
2026
Q1 		$263K Sell
227
-2
-0.9% -$2.62K ﹤0.01% 965
2025
Q4 		$304K Buy
229
+56
+32% +$73.4K ﹤0.01% 887
2025
Q3 		$228K Sell
173
-13
-7% -$18.6K ﹤0.01% 953
2025
Q2 		$283K Buy
186
+9
+5% +$12.6K ﹤0.01% 762
2025
Q1 		$245K Buy
177
+5
+3% +$6.67K ﹤0.01% 771
2024
Q4 		$218K Buy
+172
New +$227K ﹤0.01% 784

Other funds holding TDG

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Foundations Investment Advisors's TDG Position: Q2 2026 in Review

Foundations Investment Advisors sold out of TransDigm Group (TDG) in Q2 2026, closing a stake of 227 shares — an estimated $263K sold.

Foundations Investment Advisors first reported a position in TDG in Q4 2024 and held it in 6 quarters. The position peaked at $304K in Q4 2025. 1,144 funds tracked by Wall St. Rank hold TDG as of Q2 2026.

  • Foundations Investment Advisors reported no remaining TransDigm Group position as of Q2 2026 after selling out during the quarter.
  • Foundations Investment Advisors sold 227 TransDigm Group shares in Q2 2026, an estimated $263K.
  • Foundations Investment Advisors first reported a position in TransDigm Group in Q4 2024 and held it in 6 quarters.
  • Foundations Investment Advisors's TransDigm Group position peaked at $304K in Q4 2025.
  • 1,144 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.