INVST’s TransDigm Group TDG Stock Holding History

INVST’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	$252K	Sell	189 -15	-7%	-$18.4K	0.02%	317
2026 Q1	$236K	Buy	204 +47	+30%	+$61.6K	0.03%	310
2025 Q4	$209K	Buy	+157	New	+$206K	0.02%	297

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

INVST's TDG Position: Q2 2026 in Review

INVST reduced its TransDigm Group (TDG) stake by 7.4% in Q2 2026, selling an estimated $18.4K and leaving 189 shares worth $252K. The position accounts for 0.02% of the portfolio, ranked #317.

INVST first reported a position in TDG in Q4 2025 and has held it in 3 quarters since. 1,143 funds tracked by Wall St. Rank hold TDG as of Q2 2026.

INVST held 189 shares of TransDigm Group worth $252K as of Q2 2026.
INVST sold 15 TransDigm Group shares in Q2 2026, an estimated $18.4K.
TransDigm Group made up 0.02% of INVST's portfolio in Q2 2026, its #317 holding.
INVST first reported a position in TransDigm Group in Q4 2025 and has held it in 3 quarters since.
1,143 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2026.

Based on INVST's 13F filing for Q2 2026, filed 14 Aug 2026.