Larson Financial Group
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Larson Financial Group’s TransDigm Group TDG Stock Holding History

Larson Financial Group’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
Q3 		$446K Buy
412
+262
+175% +$315K 0.01% 634
2026
Q2 		$200K Sell
150
-19
-11% -$23.3K 0.01% 848
2026
Q1 		$196K Buy
169
+3
+2% +$3.93K 0.01% 729
2025
Q4 		$220K Buy
166
+65
+64% +$85.2K 0.01% 675
2025
Q3 		$133K Sell
101
-16
-14% -$22.9K ﹤0.01% 798
2025
Q2 		$178K Sell
117
-8
-6% -$11.2K 0.01% 685
2025
Q1 		$173K Buy
125
+84
+205% +$112K 0.01% 655
2024
Q4 		$52K Hold
41
– – ﹤0.01% 889
2024
Q3 		$58.5K Sell
41
-43
-51% -$55.9K ﹤0.01% 859
2024
Q2 		$107K Buy
84
+80
+2,000% +$103K 0.01% 629
2024
Q1 		$4.93K Sell
4
-19
-83% -$21.4K ﹤0.01% 1207
2023
Q4 		$23.3K Buy
+23
New +$21.2K ﹤0.01% 817

Other funds holding TDG

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Vulcan Value Partners
Vulcan Value Partners Birmingham, Alabama $3.13B AUM 1.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.6B AUM 22.09% 1-Year Est. Return

Larson Financial Group's TDG Position: Q3 2026 in Review

Larson Financial Group increased its TransDigm Group (TDG) stake by 175% in Q3 2026, buying an estimated $315K and bringing the position to 412 shares worth $446K. The position accounts for 0.01% of the portfolio, ranked #634.

Larson Financial Group first reported a position in TDG in Q4 2023 and has held it in 12 quarters since. 663 funds tracked by Wall St. Rank hold TDG as of Q3 2026.

  • Larson Financial Group held 412 shares of TransDigm Group worth $446K as of Q3 2026.
  • Larson Financial Group bought 262 TransDigm Group shares in Q3 2026, an estimated $315K.
  • TransDigm Group made up 0.01% of Larson Financial Group's portfolio in Q3 2026, its #634 holding.
  • Larson Financial Group first reported a position in TransDigm Group in Q4 2023 and has held it in 12 quarters since.
  • 663 funds tracked by Wall St. Rank held TransDigm Group as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.