Lido Advisors
TDG icon

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
Q2 		$3.07M Sell
2,303
-257
-10% -$316K 0.01% 649
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
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Lido Advisors's TDG Position: Q2 2026 in Review

Lido Advisors reduced its TransDigm Group (TDG) stake by 10% in Q2 2026, selling an estimated $316K and leaving 2,303 shares worth $3.07M. The position accounts for 0.01% of the portfolio, ranked #649.

Lido Advisors first reported a position in TDG in Q2 2023 and has held it in 13 quarters since. The position peaked at $3.45M in Q2 2025. 1,143 funds tracked by Wall St. Rank hold TDG as of Q2 2026.

  • Lido Advisors held 2,303 shares of TransDigm Group worth $3.07M as of Q2 2026.
  • Lido Advisors sold 257 TransDigm Group shares in Q2 2026, an estimated $316K.
  • TransDigm Group made up 0.01% of Lido Advisors's portfolio in Q2 2026, its #649 holding.
  • Lido Advisors first reported a position in TransDigm Group in Q2 2023 and has held it in 13 quarters since.
  • Lido Advisors's TransDigm Group position peaked at $3.45M in Q2 2025.
  • 1,143 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.