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NEOS Investment Management’s TransDigm Group TDG Stock Holding History

NEOS Investment 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
Q2 		$11.7M Buy
8,802
+597
+7% +$733K 0.04% 244
2026
Q1 		$9.51M Buy
8,205
+3,556
+76% +$4.66M 0.05% 250
2025
Q4 		$6.18M Hold
4,649
– – 0.04% 303
2025
Q3 		$6.13M Buy
4,649
+845
+22% +$1.21M 0.05% 276
2025
Q2 		$5.78M Buy
3,804
+3,038
+397% +$4.27M 0.07% 222
2025
Q1 		$1.06M Hold
766
– – 0.02% 431
2024
Q4 		$971K Sell
766
-5
-0.6% -$6.59K 0.02% 414
2024
Q3 		$1.1M Hold
771
– – 0.03% 353
2024
Q2 		$985K Hold
771
– – 0.04% 331
2024
Q1 		$950K Sell
771
-12
-2% -$13.5K 0.06% 274
2023
Q4 		$792K Buy
+783
New +$722K 0.08% 213

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

NEOS Investment Management's TDG Position: Q2 2026 in Review

NEOS Investment Management increased its TransDigm Group (TDG) stake by 7.3% in Q2 2026, buying an estimated $733K and bringing the position to 8,802 shares worth $11.7M. The position accounts for 0.04% of the portfolio, ranked #244.

NEOS Investment Management first reported a position in TDG in Q4 2023 and has held it in 11 quarters since. 1,144 funds tracked by Wall St. Rank hold TDG as of Q2 2026.

  • NEOS Investment Management held 8,802 shares of TransDigm Group worth $11.7M as of Q2 2026.
  • NEOS Investment Management bought 597 TransDigm Group shares in Q2 2026, an estimated $733K.
  • TransDigm Group made up 0.04% of NEOS Investment Management's portfolio in Q2 2026, its #244 holding.
  • NEOS Investment Management first reported a position in TransDigm Group in Q4 2023 and has held it in 11 quarters since.
  • 1,144 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2026.

Based on NEOS Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.