Lido Advisors’s TransDigm Group TDG Stock Holding History

Lido 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	$2.97M	Buy	2,560 +18	+0.7%	+$23.6K	0.01%	589
2025 Q4	$3.35M	Buy	2,542 +44	+2%	+$57.7K	0.01%	563
2025 Q3	$3.29M	Buy	2,498 +230	+10%	+$329K	0.01%	548
2025 Q2	$3.45M	Buy	2,268 +342	+18%	+$480K	0.01%	454
2025 Q1	$2.67M	Buy	1,926 +1,173	+156%	+$1.56M	0.01%	479
2024 Q4	$955K	Sell	753 -130	-15%	-$171K	﹤0.01%	781
2024 Q3	$1.26M	Buy	883 +233	+36%	+$303K	0.01%	617
2024 Q2	$830K	Buy	650 +114	+21%	+$146K	﹤0.01%	735
2024 Q1	$660K	Buy	536 +30	+6%	+$33.8K	﹤0.01%	803
2023 Q4	$512K	Buy	506 +92	+22%	+$84.9K	﹤0.01%	852
2023 Q3	$349K	Buy	414 +71	+21%	+$62.3K	﹤0.01%	867
2023 Q2	$307K	Buy	+343	New	+$271K	﹤0.01%	924

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

Lido Advisors's TDG Position: Q1 2026 in Review

Lido Advisors increased its TransDigm Group (TDG) stake by 0.71% in Q1 2026, buying an estimated $23.6K and bringing the position to 2,560 shares worth $2.97M. The position accounts for 0.01% of the portfolio, ranked #589.

Lido Advisors first reported a position in TDG in Q2 2023 and has held it in 12 quarters since. The position peaked at $3.45M in Q2 2025. 1,107 funds tracked by Wall St. Rank hold TDG as of Q1 2026.

Lido Advisors held 2,560 shares of TransDigm Group worth $2.97M as of Q1 2026.
Lido Advisors bought 18 TransDigm Group shares in Q1 2026, an estimated $23.6K.
TransDigm Group made up 0.01% of Lido Advisors's portfolio in Q1 2026, its #589 holding.
Lido Advisors first reported a position in TransDigm Group in Q2 2023 and has held it in 12 quarters since.
Lido Advisors's TransDigm Group position peaked at $3.45M in Q2 2025.
1,107 funds tracked by Wall St. Rank held TransDigm Group as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.