Heritage Wealth Advisors’s TransDigm Group TDG Stock Holding History

Heritage Wealth 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	$5.79K	Hold	5	–	–	﹤0.01%	557
2025 Q4	$6.65K	Hold	5	–	–	﹤0.01%	481
2025 Q3	$6.59K	Hold	5	–	–	﹤0.01%	454
2025 Q2	$7.6K	Hold	5	–	–	﹤0.01%	438
2025 Q1	$6.92K	Sell	5 -1	-17%	-$1.33K	﹤0.01%	434
2024 Q4	$7.6K	Buy	6 +1	+20%	+$1.32K	﹤0.01%	464
2024 Q3	$7.14K	Buy	+5	New	+$6.5K	﹤0.01%	459

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

Heritage Wealth Advisors's TDG Position: Q1 2026 in Review

Heritage Wealth Advisors held its TransDigm Group (TDG) position steady in Q1 2026 at 5 shares worth $5.79K. The position accounts for ﹤0.01% of the portfolio, ranked #557.

Heritage Wealth Advisors first reported a position in TDG in Q3 2024 and has held it in 7 quarters since. The position peaked at $7.6K in Q4 2024. 1,107 funds tracked by Wall St. Rank hold TDG as of Q1 2026.

Heritage Wealth Advisors held 5 shares of TransDigm Group worth $5.79K as of Q1 2026.
Heritage Wealth Advisors left its TransDigm Group share count unchanged in Q1 2026.
TransDigm Group made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #557 holding.
Heritage Wealth Advisors first reported a position in TransDigm Group in Q3 2024 and has held it in 7 quarters since.
Heritage Wealth Advisors's TransDigm Group position peaked at $7.6K in Q4 2024.
1,107 funds tracked by Wall St. Rank held TransDigm Group as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.