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 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 $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

INVST's TDG Position: Q1 2026 in Review

INVST increased its TransDigm Group (TDG) stake by 30% in Q1 2026, buying an estimated $61.6K and bringing the position to 204 shares worth $236K. The position accounts for 0.03% of the portfolio, ranked #310.

INVST first reported a position in TDG in Q4 2025 and has held it in 2 quarters since. 1,107 funds tracked by Wall St. Rank hold TDG as of Q1 2026.

INVST held 204 shares of TransDigm Group worth $236K as of Q1 2026.
INVST bought 47 TransDigm Group shares in Q1 2026, an estimated $61.6K.
TransDigm Group made up 0.03% of INVST's portfolio in Q1 2026, its #310 holding.
INVST first reported a position in TransDigm Group in Q4 2025 and has held it in 2 quarters since.
1,107 funds tracked by Wall St. Rank held TransDigm Group as of Q1 2026.

Based on INVST's 13F filing for Q1 2026, filed 13 May 2026.