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Marble Wealth’s TransDigm Group TDG Stock Holding History

Marble Wealth’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 		$246K Sell
185
-1
-0.5% -$1.23K 0.04% 212
2026
Q1 		$216K Sell
186
-85
-31% -$111K 0.04% 208
2025
Q4 		$361K Buy
+271
New +$355K 0.05% 209

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

Marble Wealth's TDG Position: Q2 2026 in Review

Marble Wealth reduced its TransDigm Group (TDG) stake by 0.54% in Q2 2026, selling an estimated $1.23K and leaving 185 shares worth $246K. The position accounts for 0.04% of the portfolio, ranked #212.

Marble Wealth first reported a position in TDG in Q4 2025 and has held it in 3 quarters since. The position peaked at $361K in Q4 2025. 1,141 funds tracked by Wall St. Rank hold TDG as of Q2 2026.

  • Marble Wealth held 185 shares of TransDigm Group worth $246K as of Q2 2026.
  • Marble Wealth sold 1 TransDigm Group share in Q2 2026, an estimated $1.23K.
  • TransDigm Group made up 0.04% of Marble Wealth's portfolio in Q2 2026, its #212 holding.
  • Marble Wealth first reported a position in TransDigm Group in Q4 2025 and has held it in 3 quarters since.
  • Marble Wealth's TransDigm Group position peaked at $361K in Q4 2025.
  • 1,141 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2026.

Based on Marble Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.