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 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 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

Foundations Investment Advisors's TDG Position: Q1 2026 in Review

Foundations Investment Advisors reduced its TransDigm Group (TDG) stake by 0.87% in Q1 2026, selling an estimated $2.62K and leaving 227 shares worth $263K. The position accounts for ﹤0.01% of the portfolio, ranked #965.

Foundations Investment Advisors first reported a position in TDG in Q4 2024 and has held it in 6 quarters since. The position peaked at $304K in Q4 2025. 1,107 funds tracked by Wall St. Rank hold TDG as of Q1 2026.

Foundations Investment Advisors held 227 shares of TransDigm Group worth $263K as of Q1 2026.
Foundations Investment Advisors sold 2 TransDigm Group shares in Q1 2026, an estimated $2.62K.
TransDigm Group made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q1 2026, its #965 holding.
Foundations Investment Advisors first reported a position in TransDigm Group in Q4 2024 and has held it in 6 quarters since.
Foundations Investment Advisors's TransDigm Group position peaked at $304K in Q4 2025.
1,107 funds tracked by Wall St. Rank held TransDigm Group as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.