Morse Asset Management’s TransDigm Group TDG Stock Holding History

Morse Asset 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	$52.2K	Buy	45 +31	+221%	+$40.6K	0.01%	228
2025 Q4	$18.6K	Buy	14 +2	+17%	+$2.62K	﹤0.01%	261
2025 Q3	$15.8K	Buy	12 +9	+300%	+$12.9K	﹤0.01%	244
2025 Q2	$4.56K	Buy	+3	New	+$4.21K	﹤0.01%	304
2025 Q1	–	Sell	-186	Closed	-$236K	–	378
2024 Q4	$236K	Sell	186 -1,696	-90%	-$2.23M	0.05%	148
2024 Q3	$2.69M	Sell	1,882 -4	-0.2%	-$5.2K	0.58%	47
2024 Q2	$2.41M	Sell	1,886 -115	-6%	-$147K	0.58%	47
2024 Q1	$2.46M	Buy	2,001 +1,042	+109%	+$1.17M	0.63%	49
2023 Q4	$970K	Buy	+959	New	+$885K	0.29%	77
2020 Q1	–	Sell	-605	Closed	-$339K	–	121
2019 Q4	$339K	Buy	+605	New	+$331K	0.12%	104

Other funds holding TDG

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morse Asset Management's TDG Position: Q1 2026 in Review

Morse Asset Management increased its TransDigm Group (TDG) stake by 221% in Q1 2026, buying an estimated $40.6K and bringing the position to 45 shares worth $52.2K. The position accounts for 0.01% of the portfolio, ranked #228.

Morse Asset Management first reported a position in TDG in Q4 2019 and has held it in 10 quarters since. The position peaked at $2.69M in Q3 2024. 1,107 funds tracked by Wall St. Rank hold TDG as of Q1 2026.

Morse Asset Management held 45 shares of TransDigm Group worth $52.2K as of Q1 2026.
Morse Asset Management bought 31 TransDigm Group shares in Q1 2026, an estimated $40.6K.
TransDigm Group made up 0.01% of Morse Asset Management's portfolio in Q1 2026, its #228 holding.
Morse Asset Management first reported a position in TransDigm Group in Q4 2019 and has held it in 10 quarters since.
Morse Asset Management's TransDigm Group position peaked at $2.69M in Q3 2024.
1,107 funds tracked by Wall St. Rank held TransDigm Group as of Q1 2026.

Based on Morse Asset Management's 13F filing for Q1 2026, filed 14 May 2026.