NewEdge Wealth’s TransDigm Group TDG Stock Holding History

NewEdge Wealth’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	$519K	Sell	448 -782	-64%	-$1.03M	0.01%	804
2025 Q4	$1.64M	Buy	1,230 +570	+86%	+$747K	0.02%	507
2025 Q3	$836K	Buy	660 +205	+45%	+$293K	0.01%	604
2025 Q2	$650K	Sell	455 -27	-6%	-$37.9K	0.01%	633
2025 Q1	$666K	Sell	482 -16	-3%	-$21.3K	0.01%	556
2024 Q4	$631K	Buy	498 +70	+16%	+$92.2K	0.01%	591
2024 Q3	$611K	Buy	+428	New	+$557K	0.01%	576
2024 Q2	–	Sell	-233	Closed	-$296K	–	819
2024 Q1	$296K	Buy	+233	New	+$262K	0.01%	668
2022 Q3	–	Sell	-419	Closed	-$225K	–	593
2022 Q2	$225K	Buy	419 +1	+0.2%	+$590	0.01%	511
2022 Q1	$272K	Hold	418	–	–	0.01%	368
2021 Q4	$266K	Hold	418	–	–	0.01%	355
2021 Q3	$261K	Hold	418	–	–	0.02%	258
2021 Q2	$271K	Hold	418	–	–	0.02%	249
2021 Q1	$246K	Buy	+418	New	+$246K	0.02%	269

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

NewEdge Wealth's TDG Position: Q1 2026 in Review

NewEdge Wealth reduced its TransDigm Group (TDG) stake by 64% in Q1 2026, selling an estimated $1.03M and leaving 448 shares worth $519K. The position accounts for 0.01% of the portfolio, ranked #804.

NewEdge Wealth first reported a position in TDG in Q1 2021 and has held it in 14 quarters since. The position peaked at $1.64M in Q4 2025. 1,107 funds tracked by Wall St. Rank hold TDG as of Q1 2026.

NewEdge Wealth held 448 shares of TransDigm Group worth $519K as of Q1 2026.
NewEdge Wealth sold 782 TransDigm Group shares in Q1 2026, an estimated $1.03M.
TransDigm Group made up 0.01% of NewEdge Wealth's portfolio in Q1 2026, its #804 holding.
NewEdge Wealth first reported a position in TransDigm Group in Q1 2021 and has held it in 14 quarters since.
NewEdge Wealth's TransDigm Group position peaked at $1.64M in Q4 2025.
1,107 funds tracked by Wall St. Rank held TransDigm Group as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.