Frank Rimerman Advisors’s TransDigm Group TDG Stock Holding History

Frank Rimerman 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	$4.03M	Sell	3,476 -1,460	-30%	-$1.91M	0.26%	62
2025 Q4	$6.56M	Buy	4,936 +420	+9%	+$551K	0.42%	37
2025 Q3	$5.95M	Sell	4,516 -17	-0.4%	-$24.3K	0.38%	42
2025 Q2	$6.89M	Buy	4,533 +179	+4%	+$251K	0.46%	30
2025 Q1	$6.02M	Buy	4,354 +1,056	+32%	+$1.41M	0.48%	32
2024 Q4	$4.18M	Buy	3,298 +14	+0.4%	+$18.4K	0.3%	46
2024 Q3	$4.69M	Sell	3,284 -7	-0.2%	-$9.1K	0.33%	44
2024 Q2	$4.2M	Buy	3,291 +3,288	+109,600%	+$4.22M	0.3%	47
2024 Q1	$3.69K	Hold	3	–	–	﹤0.01%	230
2023 Q4	$3.04K	Buy	+3	New	+$2.77K	﹤0.01%	232
2023 Q2	–	Sell	-2,456	Closed	-$1.81M	–	114
2023 Q1	$1.81M	Buy	+2,456	New	+$1.75M	0.5%	33

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

Frank Rimerman Advisors's TDG Position: Q1 2026 in Review

Frank Rimerman Advisors reduced its TransDigm Group (TDG) stake by 30% in Q1 2026, selling an estimated $1.91M and leaving 3,476 shares worth $4.03M. The position accounts for 0.26% of the portfolio, ranked #62.

Frank Rimerman Advisors first reported a position in TDG in Q1 2023 and has held it in 11 quarters since. The position peaked at $6.89M in Q2 2025. 1,107 funds tracked by Wall St. Rank hold TDG as of Q1 2026.

Frank Rimerman Advisors held 3,476 shares of TransDigm Group worth $4.03M as of Q1 2026.
Frank Rimerman Advisors sold 1,460 TransDigm Group shares in Q1 2026, an estimated $1.91M.
TransDigm Group made up 0.26% of Frank Rimerman Advisors's portfolio in Q1 2026, its #62 holding.
Frank Rimerman Advisors first reported a position in TransDigm Group in Q1 2023 and has held it in 11 quarters since.
Frank Rimerman Advisors's TransDigm Group position peaked at $6.89M in Q2 2025.
1,107 funds tracked by Wall St. Rank held TransDigm Group as of Q1 2026.

Based on Frank Rimerman Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.