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Mount Yale Investment Advisors’s TransDigm Group TDG Stock Holding History

Mount Yale 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
Q1 		$1.03M Buy
887
+197
+29% +$258K 0.02% 510
2025
Q4 		$917K Sell
690
-100
-13% -$131K 0.04% 328
2025
Q3 		$1.04M Buy
790
+786
+19,650% +$1.12M 0.07% 278
2025
Q2 		$6.08K Buy
+4
New +$5.62K ﹤0.01% 1204
2024
Q4 		– Sell
-308
Closed -$440K – 612
2024
Q3 		$440K Sell
308
-372
-55% -$484K 0.04% 366
2024
Q2 		$869K Sell
680
-20
-3% -$25.6K 0.07% 237
2024
Q1 		$862K Sell
700
-256
-27% -$288K 0.07% 248
2023
Q4 		$967K Sell
956
-5
-0.5% -$4.61K 0.09% 207
2023
Q3 		$810K Sell
961
-720
-43% -$632K 0.09% 221
2023
Q2 		$1.5M Buy
1,681
+7
+0.4% +$5.54K 0.16% 135
2023
Q1 		$1.23M Sell
1,674
-300
-15% -$214K 0.14% 154
2022
Q4 		$1.24M Buy
1,974
+802
+68% +$473K 0.14% 152
2022
Q3 		$615K Buy
1,172
+10
+0.9% +$5.97K 0.08% 244
2022
Q2 		$624K Buy
1,162
+176
+18% +$104K 0.08% 249
2022
Q1 		$642K Buy
986
+47
+5% +$30.2K 0.07% 269
2021
Q4 		$597K Sell
939
-335
-26% -$210K 0.06% 272
2021
Q3 		$796K Sell
1,274
-355
-22% -$222K 0.09% 222
2021
Q2 		$1.05M Buy
1,629
+193
+13% +$121K 0.13% 169
2021
Q1 		$844K Buy
1,436
+344
+32% +$203K 0.11% 194
2020
Q4 		$676K Buy
1,092
+500
+84% +$275K 0.09% 217
2020
Q3 		$281K Buy
+592
New +$278K 0.04% 285

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 $6.73T AUM 46.02% 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 $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
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

Mount Yale Investment Advisors's TDG Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its TransDigm Group (TDG) stake by 29% in Q1 2026, buying an estimated $258K and bringing the position to 887 shares worth $1.03M. The position accounts for 0.02% of the portfolio, ranked #510.

Mount Yale Investment Advisors first reported a position in TDG in Q3 2020 and has held it in 21 quarters since. The position peaked at $1.5M in Q2 2023. 1,111 funds tracked by Wall St. Rank hold TDG as of Q1 2026.

  • Mount Yale Investment Advisors held 887 shares of TransDigm Group worth $1.03M as of Q1 2026.
  • Mount Yale Investment Advisors bought 197 TransDigm Group shares in Q1 2026, an estimated $258K.
  • TransDigm Group made up 0.02% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #510 holding.
  • Mount Yale Investment Advisors first reported a position in TransDigm Group in Q3 2020 and has held it in 21 quarters since.
  • Mount Yale Investment Advisors's TransDigm Group position peaked at $1.5M in Q2 2023.
  • 1,111 funds tracked by Wall St. Rank held TransDigm Group as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.