Great Valley Advisor Group’s TransDigm Group TDG Stock Holding History

Great Valley Advisor Group’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	$1.01M	Buy	875 +12	+1%	+$15.7K	0.02%	509
2025 Q4	$1.15M	Sell	863 -1	-0.1%	-$1.31K	0.02%	456
2025 Q3	$1.14M	Sell	864 -137	-14%	-$196K	0.02%	450
2025 Q2	$1.52M	Sell	1,001 -198	-17%	-$278K	0.03%	370
2025 Q1	$1.66M	Sell	1,199 -54	-4%	-$72K	0.04%	346
2024 Q4	$1.59M	Sell	1,253 -107	-8%	-$141K	0.04%	350
2024 Q3	$1.94M	Buy	1,360 +119	+10%	+$155K	0.05%	316
2024 Q2	$1.59M	Buy	1,241 +380	+44%	+$487K	0.04%	304
2024 Q1	$1.06M	Buy	861 +197	+30%	+$222K	0.03%	364
2023 Q4	$672K	Buy	664 +65	+11%	+$60K	0.02%	397
2023 Q3	$505K	Sell	599 -7	-1%	-$6.14K	0.02%	431
2023 Q2	$542K	Buy	606 +142	+31%	+$112K	0.02%	422
2023 Q1	$342K	Buy	+464	New	+$331K	0.02%	509
2019 Q3	–	Sell	-473	Closed	-$229K	–	348
2019 Q2	$229K	Buy	+473	New	+$221K	0.06%	299

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

Great Valley Advisor Group's TDG Position: Q1 2026 in Review

Great Valley Advisor Group increased its TransDigm Group (TDG) stake by 1.4% in Q1 2026, buying an estimated $15.7K and bringing the position to 875 shares worth $1.01M. The position accounts for 0.02% of the portfolio, ranked #509.

Great Valley Advisor Group first reported a position in TDG in Q2 2019 and has held it in 14 quarters since. The position peaked at $1.94M in Q3 2024. 1,107 funds tracked by Wall St. Rank hold TDG as of Q1 2026.

Great Valley Advisor Group held 875 shares of TransDigm Group worth $1.01M as of Q1 2026.
Great Valley Advisor Group bought 12 TransDigm Group shares in Q1 2026, an estimated $15.7K.
TransDigm Group made up 0.02% of Great Valley Advisor Group's portfolio in Q1 2026, its #509 holding.
Great Valley Advisor Group first reported a position in TransDigm Group in Q2 2019 and has held it in 14 quarters since.
Great Valley Advisor Group's TransDigm Group position peaked at $1.94M in Q3 2024.
1,107 funds tracked by Wall St. Rank held TransDigm Group as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.