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LRI Investments’s TransDigm Group TDG Stock Holding History

LRI Investments’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 		$9.32K Sell
7
-43
-86% -$52.8K ﹤0.01% 971
2026
Q1 		$57.9K Buy
+50
New +$65.5K 0.01% 495
2025
Q4 		– Sell
-24
Closed -$32.2K – 1404
2025
Q3 		$32.2K Sell
24
-52
-68% -$74.3K ﹤0.01% 622
2025
Q2 		$116K Sell
76
-8
-10% -$11.2K 0.01% 404
2025
Q1 		$117K Sell
84
-29
-26% -$38.7K 0.01% 381
2024
Q4 		$143K Hold
113
– – 0.01% 343
2024
Q3 		$144K Sell
113
-12
-10% -$15.6K 0.01% 340
2024
Q2 		$159K Buy
+125
New +$160K 0.02% 292

Other funds holding TDG

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.15B AUM 31.09% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
MF
Milford Funds Auckland $6.14B AUM
IGAM
iA Global Asset Management Quebec, Quebec, Canada $8.42B AUM 47.61% 1-Year Est. Return

LRI Investments's TDG Position: Q2 2026 in Review

LRI Investments reduced its TransDigm Group (TDG) stake by 86% in Q2 2026, selling an estimated $52.8K and leaving 7 shares worth $9.32K. The position accounts for ﹤0.01% of the portfolio, ranked #971.

LRI Investments first reported a position in TDG in Q2 2024 and has held it in 8 quarters since. The position peaked at $159K in Q2 2024. 440 funds tracked by Wall St. Rank hold TDG as of Q2 2026.

  • LRI Investments held 7 shares of TransDigm Group worth $9.32K as of Q2 2026.
  • LRI Investments sold 43 TransDigm Group shares in Q2 2026, an estimated $52.8K.
  • TransDigm Group made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #971 holding.
  • LRI Investments first reported a position in TransDigm Group in Q2 2024 and has held it in 8 quarters since.
  • LRI Investments's TransDigm Group position peaked at $159K in Q2 2024.
  • 440 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.