HCG
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Haven Capital Group’s TransDigm Group TDG Stock Holding History

Haven Capital 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
Q2 		– Sell
-703
Closed -$815K – 39
2026
Q1 		$815K Buy
703
+64
+10% +$83.9K 0.76% 23
2025
Q4 		$850K Sell
639
-41
-6% -$53.7K 0.8% 22
2025
Q3 		$896K Buy
680
+27
+4% +$38.6K 0.8% 21
2025
Q2 		$993K Buy
+653
New +$917K 0.88% 22

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 $3.37T AUM 44.26% 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

Haven Capital Group's TDG Position: Q2 2026 in Review

Haven Capital Group sold out of TransDigm Group (TDG) in Q2 2026, closing a stake of 703 shares — an estimated $815K sold.

Haven Capital Group first reported a position in TDG in Q2 2025 and held it in 4 quarters. The position peaked at $993K in Q2 2025. 1,138 funds tracked by Wall St. Rank hold TDG as of Q2 2026.

  • Haven Capital Group reported no remaining TransDigm Group position as of Q2 2026 after selling out during the quarter.
  • Haven Capital Group sold 703 TransDigm Group shares in Q2 2026, an estimated $815K.
  • Haven Capital Group first reported a position in TransDigm Group in Q2 2025 and held it in 4 quarters.
  • Haven Capital Group's TransDigm Group position peaked at $993K in Q2 2025.
  • 1,138 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2026.

Based on Haven Capital Group's 13F filing for Q2 2026, filed 10 Jul 2026.