Legacy Financial Advisors’s TransDigm Group TDG Stock Holding History

Legacy Financial Advisors’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	–	Sell	-167	Closed	-$222K	–	424
2025 Q4	$222K	Hold	167	–	–	0.03%	371
2025 Q3	$220K	Sell	167 -36	-18%	-$51.5K	0.03%	386
2025 Q2	$309K	Buy	203 +20	+11%	+$28.1K	0.05%	270
2025 Q1	$253K	Buy	183 +6	+3%	+$8K	0.04%	302
2024 Q4	$224K	Sell	177 -7	-4%	-$9.22K	0.04%	314
2024 Q3	$263K	Sell	184 -15	-8%	-$19.5K	0.04%	296
2024 Q2	$254K	Buy	+199	New	+$255K	0.05%	285
2019 Q2	–	Sell	-15	Closed	-$7K	–	809
2019 Q1	$7K	Buy	15 +12	+400%	+$4.87K	﹤0.01%	704
2018 Q4	$1K	Sell	3 -40	-93%	-$13.7K	﹤0.01%	939
2018 Q3	$16K	Hold	43	–	–	0.01%	410
2018 Q2	$16K	Hold	43	–	–	0.01%	418
2018 Q1	$13K	Hold	43	–	–	0.01%	431
2017 Q4	$11K	Buy	+43	New	+$11.7K	﹤0.01%	452

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

Legacy Financial Advisors's TDG Position: Q1 2026 in Review

Legacy Financial Advisors sold out of TransDigm Group (TDG) in Q1 2026, closing a stake of 167 shares — an estimated $222K sold.

Legacy Financial Advisors first reported a position in TDG in Q4 2017 and held it in 13 quarters. The position peaked at $309K in Q2 2025. 1,108 funds tracked by Wall St. Rank hold TDG as of Q1 2026.

Legacy Financial Advisors reported no remaining TransDigm Group position as of Q1 2026 after selling out during the quarter.
Legacy Financial Advisors sold 167 TransDigm Group shares in Q1 2026, an estimated $222K.
Legacy Financial Advisors first reported a position in TransDigm Group in Q4 2017 and held it in 13 quarters.
Legacy Financial Advisors's TransDigm Group position peaked at $309K in Q2 2025.
1,108 funds tracked by Wall St. Rank held TransDigm Group as of Q1 2026.

Based on Legacy Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.