Kemnay Advisory Services’s TransDigm Group TDG Stock Holding History

Kemnay Advisory Services’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	$18.6K	Sell	14 -5	-26%	-$6.14K	﹤0.01%	772
2026 Q1	$22K	Sell	19 -3	-14%	-$3.93K	﹤0.01%	631
2025 Q4	$29.3K	Buy	+22	New	+$28.8K	﹤0.01%	436
2022 Q3	–	Sell	-32,114	Closed	-$17.2M	–	37
2022 Q2	$17.2M	Buy	32,114 +15,539	+94%	+$9.17M	4.19%	8
2022 Q1	$10.8M	Sell	16,575 -26,919	-62%	-$17.3M	1.92%	23
2021 Q4	$27.7M	Sell	43,494 -10,507	-19%	-$6.58M	3.89%	9
2021 Q3	$33.7M	Buy	54,001 +47,198	+694%	+$29.5M	4.43%	6
2021 Q2	$4.4M	Buy	6,803 +107	+2%	+$67.1K	0.52%	34
2021 Q1	$3.94M	Buy	6,696 +2,118	+46%	+$1.25M	0.55%	33
2020 Q4	$2.83M	Sell	4,578 -2,736	-37%	-$1.5M	0.36%	34
2020 Q3	$3.48M	Buy	+7,314	New	+$3.44M	0.48%	28
2020 Q2	–	Sell	-4,476	Closed	-$1.43M	–	96
2020 Q1	$1.43M	Buy	4,476 +2,973	+198%	+$1.62M	0.4%	22
2019 Q4	$842K	Sell	1,503 -2,607	-63%	-$1.43M	0.21%	49
2019 Q3	$2.14M	Sell	4,110 -3,174	-44%	-$1.63M	0.55%	24
2019 Q2	$3.52M	Sell	7,284 -275	-4%	-$129K	0.86%	20
2019 Q1	$3.43M	Buy	7,559 +3,089	+69%	+$1.25M	0.74%	22
2018 Q4	$1.52M	Sell	4,470 -151	-3%	-$51.8K	0.57%	27
2018 Q3	$1.72M	Sell	4,621 -370	-7%	-$133K	0.53%	30
2018 Q2	$1.72M	Buy	+4,991	New	+$1.64M	0.54%	25

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

Kemnay Advisory Services's TDG Position: Q2 2026 in Review

Kemnay Advisory Services reduced its TransDigm Group (TDG) stake by 26% in Q2 2026, selling an estimated $6.14K and leaving 14 shares worth $18.6K. The position accounts for ﹤0.01% of the portfolio, ranked #772.

Kemnay Advisory Services first reported a position in TDG in Q2 2018 and has held it in 19 quarters since. The position peaked at $33.7M in Q3 2021. 1,143 funds tracked by Wall St. Rank hold TDG as of Q2 2026.

Kemnay Advisory Services held 14 shares of TransDigm Group worth $18.6K as of Q2 2026.
Kemnay Advisory Services sold 5 TransDigm Group shares in Q2 2026, an estimated $6.14K.
TransDigm Group made up ﹤0.01% of Kemnay Advisory Services's portfolio in Q2 2026, its #772 holding.
Kemnay Advisory Services first reported a position in TransDigm Group in Q2 2018 and has held it in 19 quarters since.
Kemnay Advisory Services's TransDigm Group position peaked at $33.7M in Q3 2021.
1,143 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2026.

Based on Kemnay Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.