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Kingsview Wealth Management’s TransDigm Group TDG Stock Holding History

Kingsview Wealth Management’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 		$4.53M Sell
3,905
-366
-9% -$480K 0.06% 318
2025
Q4 		$5.68M Sell
4,271
-217
-5% -$284K 0.08% 256
2025
Q3 		$5.92M Sell
4,488
-100
-2% -$143K 0.09% 227
2025
Q2 		$6.98M Sell
4,588
-97
-2% -$136K 0.12% 186
2025
Q1 		$6.48M Sell
4,685
-81
-2% -$108K 0.12% 175
2024
Q4 		$6.04M Buy
4,766
+4
+0.1% +$5.27K 0.12% 176
2024
Q3 		$6.8M Sell
4,762
-369
-7% -$480K 0.14% 153
2024
Q2 		$6.56M Buy
5,131
+8
+0.2% +$10.3K 0.15% 145
2024
Q1 		$6.31M Sell
5,123
-154
-3% -$173K 0.16% 148
2023
Q4 		$5.34M Sell
5,277
-70
-1% -$64.6K 0.16% 148
2023
Q3 		$4.51M Sell
5,347
-43
-0.8% -$37.7K 0.16% 147
2023
Q2 		$4.82M Sell
5,390
-71
-1% -$56.2K 0.19% 118
2023
Q1 		$4.03M Buy
5,461
+955
+21% +$682K 0.17% 131
2022
Q4 		$2.84M Sell
4,506
-64
-1% -$37.7K 0.12% 193
2022
Q3 		$2.4M Sell
4,570
-81
-2% -$48.3K 0.11% 200
2022
Q2 		$2.5M Sell
4,651
-513
-10% -$303K 0.12% 190
2022
Q1 		$3.36M Sell
5,164
-477
-8% -$306K 0.15% 154
2021
Q4 		$3.59M Buy
5,641
+335
+6% +$210K 0.15% 152
2021
Q3 		$3.31M Buy
5,306
+255
+5% +$159K 0.16% 148
2021
Q2 		$3.33M Buy
5,051
+1,251
+33% +$785K 0.16% 138
2021
Q1 		$2.29M Buy
3,800
+1,659
+77% +$978K 0.13% 168
2020
Q4 		$1.32M Buy
+2,141
New +$1.18M 0.1% 219

Other funds holding TDG

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
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
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kingsview Wealth Management's TDG Position: Q1 2026 in Review

Kingsview Wealth Management reduced its TransDigm Group (TDG) stake by 8.6% in Q1 2026, selling an estimated $480K and leaving 3,905 shares worth $4.53M. The position accounts for 0.06% of the portfolio, ranked #318.

Kingsview Wealth Management first reported a position in TDG in Q4 2020 and has held it in 22 quarters since. The position peaked at $6.98M in Q2 2025. 1,107 funds tracked by Wall St. Rank hold TDG as of Q1 2026.

  • Kingsview Wealth Management held 3,905 shares of TransDigm Group worth $4.53M as of Q1 2026.
  • Kingsview Wealth Management sold 366 TransDigm Group shares in Q1 2026, an estimated $480K.
  • TransDigm Group made up 0.06% of Kingsview Wealth Management's portfolio in Q1 2026, its #318 holding.
  • Kingsview Wealth Management first reported a position in TransDigm Group in Q4 2020 and has held it in 22 quarters since.
  • Kingsview Wealth Management's TransDigm Group position peaked at $6.98M in Q2 2025.
  • 1,107 funds tracked by Wall St. Rank held TransDigm Group as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.