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Leo Wealth LLC’s TransDigm Group TDG Stock Holding History

Leo Wealth LLC’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 		$341K Buy
+294
New +$385K 0.02% 329
2025
Q3 		– Sell
-172
Closed -$262K – 385
2025
Q2 		$262K Buy
+172
New +$242K 0.02% 331

Other funds holding TDG

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Leo Wealth LLC's TDG Position: Q1 2026 in Review

Leo Wealth LLC opened a new position in TransDigm Group (TDG) in Q1 2026: 294 shares worth $341K. The stake represents 0.02% of the portfolio and ranks #329 among its holdings. This is a return to the name: Leo Wealth LLC previously reported a position in TDG as recently as Q2 2025.

Leo Wealth LLC first reported a position in TDG in Q2 2025 and has held it in 2 quarters since. 1,112 funds tracked by Wall St. Rank hold TDG as of Q1 2026.

  • Leo Wealth LLC held 294 shares of TransDigm Group worth $341K as of Q1 2026.
  • TransDigm Group was a new Leo Wealth LLC position in Q1 2026.
  • TransDigm Group made up 0.02% of Leo Wealth LLC's portfolio in Q1 2026, its #329 holding.
  • Leo Wealth LLC first reported a position in TransDigm Group in Q2 2025 and has held it in 2 quarters since.
  • 1,112 funds tracked by Wall St. Rank held TransDigm Group as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.