Kestra Private Wealth Services’s TransDigm Group TDG Stock Holding History

Kestra Private Wealth 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 Q1	$1.14M	Buy	986 +10	+1%	+$13.1K	0.01%	768
2025 Q4	$1.3M	Sell	976 -88	-8%	-$115K	0.02%	695
2025 Q3	$1.4M	Sell	1,064 -283	-21%	-$405K	0.02%	648
2025 Q2	$2.05M	Sell	1,347 -1,691	-56%	-$2.38M	0.03%	489
2025 Q1	$4.2M	Sell	3,038 -967	-24%	-$1.29M	0.07%	282
2024 Q4	$5.08M	Buy	4,005 +1,172	+41%	+$1.54M	0.09%	241
2024 Q3	$4.04M	Buy	2,833 +297	+12%	+$386K	0.07%	270
2024 Q2	$3.24M	Buy	2,536 +2,248	+781%	+$2.88M	0.06%	285
2024 Q1	$355K	Buy	+288	New	+$324K	0.01%	943

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

Kestra Private Wealth Services's TDG Position: Q1 2026 in Review

Kestra Private Wealth Services increased its TransDigm Group (TDG) stake by 1% in Q1 2026, buying an estimated $13.1K and bringing the position to 986 shares worth $1.14M. The position accounts for 0.01% of the portfolio, ranked #768.

Kestra Private Wealth Services first reported a position in TDG in Q1 2024 and has held it in 9 quarters since. The position peaked at $5.08M in Q4 2024. 1,107 funds tracked by Wall St. Rank hold TDG as of Q1 2026.

Kestra Private Wealth Services held 986 shares of TransDigm Group worth $1.14M as of Q1 2026.
Kestra Private Wealth Services bought 10 TransDigm Group shares in Q1 2026, an estimated $13.1K.
TransDigm Group made up 0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #768 holding.
Kestra Private Wealth Services first reported a position in TransDigm Group in Q1 2024 and has held it in 9 quarters since.
Kestra Private Wealth Services's TransDigm Group position peaked at $5.08M in Q4 2024.
1,107 funds tracked by Wall St. Rank held TransDigm Group as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.