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 Q2	$6.78M	Buy	5,093 +1,617	+47%	+$1.99M	0.38%	38
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 $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Frank Rimerman Advisors's TDG Position: Q2 2026 in Review

Frank Rimerman Advisors increased its TransDigm Group (TDG) stake by 47% in Q2 2026, buying an estimated $1.99M and bringing the position to 5,093 shares worth $6.78M. The position accounts for 0.38% of the portfolio, ranked #38.

Frank Rimerman Advisors first reported a position in TDG in Q1 2023 and has held it in 12 quarters since. The position peaked at $6.89M in Q2 2025. 1,143 funds tracked by Wall St. Rank hold TDG as of Q2 2026.

Frank Rimerman Advisors held 5,093 shares of TransDigm Group worth $6.78M as of Q2 2026.
Frank Rimerman Advisors bought 1,617 TransDigm Group shares in Q2 2026, an estimated $1.99M.
TransDigm Group made up 0.38% of Frank Rimerman Advisors's portfolio in Q2 2026, its #38 holding.
Frank Rimerman Advisors first reported a position in TransDigm Group in Q1 2023 and has held it in 12 quarters since.
Frank Rimerman Advisors's TransDigm Group position peaked at $6.89M in Q2 2025.
1,143 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2026.

Based on Frank Rimerman Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.