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 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 $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

Intermede Investment Partners's TDG Position: Q1 2026 in Review

Intermede Investment Partners reduced its TransDigm Group (TDG) stake by 5.2% in Q1 2026, selling an estimated $4.39M and leaving 61,324 shares worth $71.1M. The position accounts for 3.29% of the portfolio, ranked #14.

Intermede Investment Partners first reported a position in TDG in Q3 2024 and has held it in 7 quarters since. The position peaked at $140M in Q3 2024. 1,107 funds tracked by Wall St. Rank hold TDG as of Q1 2026.

Intermede Investment Partners held 61,324 shares of TransDigm Group worth $71.1M as of Q1 2026.
Intermede Investment Partners sold 3,352 TransDigm Group shares in Q1 2026, an estimated $4.39M.
TransDigm Group made up 3.29% of Intermede Investment Partners's portfolio in Q1 2026, its #14 holding.
Intermede Investment Partners first reported a position in TransDigm Group in Q3 2024 and has held it in 7 quarters since.
Intermede Investment Partners's TransDigm Group position peaked at $140M in Q3 2024.
1,107 funds tracked by Wall St. Rank held TransDigm Group as of Q1 2026.

Based on Intermede Investment Partners's 13F filing for Q1 2026, filed 15 May 2026.