New England Research & Management’s TransDigm Group TDG Stock Holding History

New England Research & 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	$977K	Sell	734 -17	-2%	-$20.9K	0.38%	74
2026 Q1	$870K	Sell	751 -26	-3%	-$34.1K	0.37%	78
2025 Q4	$1.03M	Sell	777 -28	-3%	-$36.7K	0.45%	71
2025 Q3	$1.06M	Buy	805 +230	+40%	+$329K	0.49%	71
2025 Q2	$874K	Sell	575 -230	-29%	-$323K	0.42%	80
2025 Q1	$1.11M	Sell	805 -402	-33%	-$536K	0.57%	60
2024 Q4	$1.53M	Buy	1,207 +455	+61%	+$600K	0.78%	41
2024 Q3	$1.07M	Buy	752 +77	+11%	+$100K	0.5%	70
2024 Q2	$862K	Buy	675 +120	+22%	+$154K	0.41%	78
2024 Q1	$684K	Hold	555	–	–	0.34%	98
2023 Q4	$561K	Sell	555 -90	-14%	-$83K	0.3%	100
2023 Q3	$544K	Buy	645 +70	+12%	+$61.4K	0.31%	99
2023 Q2	$514K	Sell	575 -135	-19%	-$107K	0.3%	91
2023 Q1	$523K	Sell	710 -335	-32%	-$239K	0.31%	104
2022 Q4	$658K	Hold	1,045	–	–	0.38%	93
2022 Q3	$548K	Sell	1,045 -340	-25%	-$203K	0.35%	95
2022 Q2	$743K	Buy	+1,385	New	+$817K	0.43%	90

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

New England Research & Management's TDG Position: Q2 2026 in Review

New England Research & Management reduced its TransDigm Group (TDG) stake by 2.3% in Q2 2026, selling an estimated $20.9K and leaving 734 shares worth $977K. The position accounts for 0.38% of the portfolio, ranked #74.

New England Research & Management first reported a position in TDG in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.53M in Q4 2024. 1,140 funds tracked by Wall St. Rank hold TDG as of Q2 2026.

New England Research & Management held 734 shares of TransDigm Group worth $977K as of Q2 2026.
New England Research & Management sold 17 TransDigm Group shares in Q2 2026, an estimated $20.9K.
TransDigm Group made up 0.38% of New England Research & Management's portfolio in Q2 2026, its #74 holding.
New England Research & Management first reported a position in TransDigm Group in Q2 2022 and has held it in 17 quarters since.
New England Research & Management's TransDigm Group position peaked at $1.53M in Q4 2024.
1,140 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2026.

Based on New England Research & Management's 13F filing for Q2 2026, filed 9 Jul 2026.