Intermede Investment Partners’s TransDigm Group TDG Stock Holding History

Intermede Investment Partners’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	$62M	Sell	49,681 -11,643	-19%	-$14.3M	2.61%	20
2026 Q1	$71.1M	Sell	61,324 -3,352	-5%	-$4.39M	3.29%	14
2025 Q4	$86M	Sell	64,676 -3,197	-5%	-$4.19M	3.53%	10
2025 Q3	$89.5M	Sell	67,873 -17,525	-21%	-$25.1M	3.68%	10
2025 Q2	$130M	Sell	85,398 -4,456	-5%	-$6.26M	4%	9
2025 Q1	$124M	Sell	89,854 -7,352	-8%	-$9.8M	3.91%	8
2024 Q4	$123M	Sell	97,206 -898	-0.9%	-$1.18M	3.29%	13
2024 Q3	$140M	Buy	+98,104	New	+$128M	2.92%	21

Other funds holding TDG

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Intermede Investment Partners's TDG Position: Q2 2026 in Review

Intermede Investment Partners reduced its TransDigm Group (TDG) stake by 19% in Q2 2026, selling an estimated $14.3M and leaving 49,681 shares worth $62M. The position accounts for 2.61% of the portfolio, ranked #20.

Intermede Investment Partners first reported a position in TDG in Q3 2024 and has held it in 8 quarters since. The position peaked at $140M in Q3 2024. 1,143 funds tracked by Wall St. Rank hold TDG as of Q2 2026.

Intermede Investment Partners held 49,681 shares of TransDigm Group worth $62M as of Q2 2026.
Intermede Investment Partners sold 11,643 TransDigm Group shares in Q2 2026, an estimated $14.3M.
TransDigm Group made up 2.61% of Intermede Investment Partners's portfolio in Q2 2026, its #20 holding.
Intermede Investment Partners first reported a position in TransDigm Group in Q3 2024 and has held it in 8 quarters since.
Intermede Investment Partners's TransDigm Group position peaked at $140M in Q3 2024.
1,143 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2026.

Based on Intermede Investment Partners's 13F filing for Q2 2026, filed 14 Aug 2026.