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 $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.