Moneta Group Investment Advisors’s TransDigm Group TDG Stock Holding History

Moneta Group Investment 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 Q2	$249K	Buy	+187	New	+$230K	﹤0.01%	750
2025 Q3	–	Sell	-186	Closed	-$283K	–	810
2025 Q2	$283K	Buy	186 +19	+11%	+$26.7K	﹤0.01%	578
2025 Q1	$231K	Hold	167	–	–	﹤0.01%	593
2024 Q4	$212K	Buy	+167	New	+$220K	﹤0.01%	623
2024 Q3	–	Sell	-221	Closed	-$282K	–	667
2024 Q2	$282K	Buy	+221	New	+$283K	﹤0.01%	504
2015 Q4	–	Sell	-16	Closed	-$3K	–	384
2015 Q3	$3K	Buy	+16	New	+$3.66K	﹤0.01%	498

Other funds holding TDG

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Moneta Group Investment Advisors's TDG Position: Q2 2026 in Review

Moneta Group Investment Advisors opened a new position in TransDigm Group (TDG) in Q2 2026: 187 shares worth $249K. The stake represents ﹤0.01% of the portfolio and ranks #750 among its holdings. This is a return to the name: Moneta Group Investment Advisors previously reported a position in TDG as recently as Q2 2025.

Moneta Group Investment Advisors first reported a position in TDG in Q3 2015 and has held it in 6 quarters since. The position peaked at $283K in Q2 2025. 1,143 funds tracked by Wall St. Rank hold TDG as of Q2 2026.

Moneta Group Investment Advisors held 187 shares of TransDigm Group worth $249K as of Q2 2026.
TransDigm Group was a new Moneta Group Investment Advisors position in Q2 2026.
TransDigm Group made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #750 holding.
Moneta Group Investment Advisors first reported a position in TransDigm Group in Q3 2015 and has held it in 6 quarters since.
Moneta Group Investment Advisors's TransDigm Group position peaked at $283K in Q2 2025.
1,143 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.