IAA
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Independent Advisor Alliance’s TransDigm Group TDG Stock Holding History

Independent Advisor Alliance’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 		$396K Buy
297
+39
+15% +$47.9K 0.01% 747
2026
Q1 		$299K Sell
258
-29
-10% -$38K ﹤0.01% 1318
2025
Q4 		$382K Sell
287
-4
-1% -$5.24K 0.01% 726
2025
Q3 		$384K Buy
291
+4
+1% +$5.72K 0.01% 700
2025
Q2 		$436K Buy
287
+4
+1% +$5.62K 0.01% 627
2025
Q1 		$391K Buy
283
+4
+1% +$5.33K 0.01% 584
2024
Q4 		$354K Buy
+279
New +$368K ﹤0.01% 1070

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 $3.38T AUM 44.17% 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

Independent Advisor Alliance's TDG Position: Q2 2026 in Review

Independent Advisor Alliance increased its TransDigm Group (TDG) stake by 15% in Q2 2026, buying an estimated $47.9K and bringing the position to 297 shares worth $396K. The position accounts for 0.01% of the portfolio, ranked #747.

Independent Advisor Alliance first reported a position in TDG in Q4 2024 and has held it in 7 quarters since. The position peaked at $436K in Q2 2025. 1,144 funds tracked by Wall St. Rank hold TDG as of Q2 2026.

  • Independent Advisor Alliance held 297 shares of TransDigm Group worth $396K as of Q2 2026.
  • Independent Advisor Alliance bought 39 TransDigm Group shares in Q2 2026, an estimated $47.9K.
  • TransDigm Group made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #747 holding.
  • Independent Advisor Alliance first reported a position in TransDigm Group in Q4 2024 and has held it in 7 quarters since.
  • Independent Advisor Alliance's TransDigm Group position peaked at $436K in Q2 2025.
  • 1,144 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.