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Marks Group Wealth Management’s TransDigm Group TDG Stock Holding History

Marks Group Wealth Management’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 		$2.24M Sell
1,937
-733
-27% -$961K 0.22% 125
2025
Q4 		$3.55M Sell
2,670
-221
-8% -$290K 0.34% 92
2025
Q3 		$3.81M Buy
2,891
+197
+7% +$282K 0.35% 94
2025
Q2 		$4.1M Sell
2,694
-4
-0.1% -$5.62K 0.38% 86
2025
Q1 		$3.73M Buy
2,698
+92
+4% +$123K 0.36% 89
2024
Q4 		$3.3M Buy
2,606
+156
+6% +$206K 0.33% 92
2024
Q3 		$3.5M Buy
2,450
+1,863
+317% +$2.42M 0.33% 91
2024
Q2 		$750K Sell
587
-93
-14% -$119K 0.08% 188
2024
Q1 		$837K Sell
680
-62
-8% -$69.8K 0.09% 177
2023
Q4 		$751K Sell
742
-36
-5% -$33.2K 0.09% 184
2023
Q3 		$656K Sell
778
-41
-5% -$36K 0.08% 190
2023
Q2 		$732K Sell
819
-38
-4% -$30.1K 0.09% 185
2023
Q1 		$632K Sell
857
-97
-10% -$69.3K 0.08% 192
2022
Q4 		$601K Buy
954
+38
+4% +$22.4K 0.08% 193
2022
Q3 		$480K Buy
916
+25
+3% +$14.9K 0.07% 204
2022
Q2 		$478K Buy
891
+28
+3% +$16.5K 0.07% 210
2022
Q1 		$562K Buy
863
+13
+2% +$8.35K 0.07% 221
2021
Q4 		$541K Sell
850
-41
-5% -$25.7K 0.07% 227
2021
Q3 		$556K Sell
891
-42
-5% -$26.2K 0.08% 196
2021
Q2 		$604K Sell
933
-6
-0.6% -$3.76K 0.08% 169
2021
Q1 		$552K Sell
939
-26
-3% -$15.3K 0.08% 169
2020
Q4 		$597K Sell
965
-54
-5% -$29.7K 0.09% 163
2020
Q3 		$484K Sell
1,019
-86
-8% -$40.4K 0.09% 173
2020
Q2 		$488K Sell
1,105
-2,791
-72% -$1.06M 0.1% 164
2020
Q1 		$1.28M Buy
3,896
+127
+3% +$69.2K 0.33% 109
2019
Q4 		$2.11M Buy
+3,769
New +$2.06M 0.42% 99

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

Marks Group Wealth Management's TDG Position: Q1 2026 in Review

Marks Group Wealth Management reduced its TransDigm Group (TDG) stake by 27% in Q1 2026, selling an estimated $961K and leaving 1,937 shares worth $2.24M. The position accounts for 0.22% of the portfolio, ranked #125.

Marks Group Wealth Management first reported a position in TDG in Q4 2019 and has held it in 26 quarters since. The position peaked at $4.1M in Q2 2025. 1,107 funds tracked by Wall St. Rank hold TDG as of Q1 2026.

  • Marks Group Wealth Management held 1,937 shares of TransDigm Group worth $2.24M as of Q1 2026.
  • Marks Group Wealth Management sold 733 TransDigm Group shares in Q1 2026, an estimated $961K.
  • TransDigm Group made up 0.22% of Marks Group Wealth Management's portfolio in Q1 2026, its #125 holding.
  • Marks Group Wealth Management first reported a position in TransDigm Group in Q4 2019 and has held it in 26 quarters since.
  • Marks Group Wealth Management's TransDigm Group position peaked at $4.1M in Q2 2025.
  • 1,107 funds tracked by Wall St. Rank held TransDigm Group as of Q1 2026.

Based on Marks Group Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.