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 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 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

Independent Advisor Alliance's TDG Position: Q1 2026 in Review

Independent Advisor Alliance reduced its TransDigm Group (TDG) stake by 10% in Q1 2026, selling an estimated $38K and leaving 258 shares worth $299K. The position accounts for ﹤0.01% of the portfolio, ranked #1318.

Independent Advisor Alliance first reported a position in TDG in Q4 2024 and has held it in 6 quarters since. The position peaked at $436K in Q2 2025. 1,107 funds tracked by Wall St. Rank hold TDG as of Q1 2026.

Independent Advisor Alliance held 258 shares of TransDigm Group worth $299K as of Q1 2026.
Independent Advisor Alliance sold 29 TransDigm Group shares in Q1 2026, an estimated $38K.
TransDigm Group made up ﹤0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #1318 holding.
Independent Advisor Alliance first reported a position in TransDigm Group in Q4 2024 and has held it in 6 quarters since.
Independent Advisor Alliance's TransDigm Group position peaked at $436K in Q2 2025.
1,107 funds tracked by Wall St. Rank held TransDigm Group as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.