Leonard Rickey Investment Advisors’s TransDigm Group TDG Stock Holding History

Leonard Rickey Investment 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	$241K	Buy	208 +15	+8%	+$19.7K	0.04%	100
2025 Q4	$257K	Buy	193 +5	+3%	+$6.55K	0.05%	100
2025 Q3	$248K	Buy	188 +8	+4%	+$11.4K	0.05%	99
2025 Q2	$274K	Buy	180 +6	+3%	+$8.43K	0.05%	91
2025 Q1	$233K	Hold	174	–	–	0.05%	99
2024 Q4	$221K	Sell	174 -4	-2%	-$5.27K	0.05%	99
2024 Q3	$254K	Buy	178 +10	+6%	+$13K	0.06%	96
2024 Q2	$215K	Buy	+168	New	+$215K	0.05%	98

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

Leonard Rickey Investment Advisors's TDG Position: Q1 2026 in Review

Leonard Rickey Investment Advisors increased its TransDigm Group (TDG) stake by 7.8% in Q1 2026, buying an estimated $19.7K and bringing the position to 208 shares worth $241K. The position accounts for 0.04% of the portfolio, ranked #100.

Leonard Rickey Investment Advisors first reported a position in TDG in Q2 2024 and has held it in 8 quarters since. The position peaked at $274K in Q2 2025. 1,107 funds tracked by Wall St. Rank hold TDG as of Q1 2026.

Leonard Rickey Investment Advisors held 208 shares of TransDigm Group worth $241K as of Q1 2026.
Leonard Rickey Investment Advisors bought 15 TransDigm Group shares in Q1 2026, an estimated $19.7K.
TransDigm Group made up 0.04% of Leonard Rickey Investment Advisors's portfolio in Q1 2026, its #100 holding.
Leonard Rickey Investment Advisors first reported a position in TransDigm Group in Q2 2024 and has held it in 8 quarters since.
Leonard Rickey Investment Advisors's TransDigm Group position peaked at $274K in Q2 2025.
1,107 funds tracked by Wall St. Rank held TransDigm Group as of Q1 2026.

Based on Leonard Rickey Investment Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.