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
Q1 		– Sell
-500
Closed -$665K – 2129
2025
Q4 		$665K Hold
500
– – ﹤0.01% 1182
2025
Q3 		$659K Hold
500
– – ﹤0.01% 1119
2025
Q2 		$760K Buy
+500
New +$702K ﹤0.01% 955

Other funds holding TDG

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
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
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
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.