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NWF Advisory Services’s TransDigm Group TDG Stock Holding History

NWF Advisory Services’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 		$548K Sell
473
-25
-5% -$32.8K 0.06% 198
2025
Q4 		$662K Buy
498
+39
+8% +$51.1K 0.07% 168
2025
Q3 		$605K Buy
459
+201
+78% +$287K 0.07% 190
2025
Q2 		$392K Buy
+258
New +$362K 0.05% 239

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 $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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

NWF Advisory Services's TDG Position: Q1 2026 in Review

NWF Advisory Services reduced its TransDigm Group (TDG) stake by 5% in Q1 2026, selling an estimated $32.8K and leaving 473 shares worth $548K. The position accounts for 0.06% of the portfolio, ranked #198.

NWF Advisory Services first reported a position in TDG in Q2 2025 and has held it in 4 quarters since. The position peaked at $662K in Q4 2025. 1,107 funds tracked by Wall St. Rank hold TDG as of Q1 2026.

  • NWF Advisory Services held 473 shares of TransDigm Group worth $548K as of Q1 2026.
  • NWF Advisory Services sold 25 TransDigm Group shares in Q1 2026, an estimated $32.8K.
  • TransDigm Group made up 0.06% of NWF Advisory Services's portfolio in Q1 2026, its #198 holding.
  • NWF Advisory Services first reported a position in TransDigm Group in Q2 2025 and has held it in 4 quarters since.
  • NWF Advisory Services's TransDigm Group position peaked at $662K in Q4 2025.
  • 1,107 funds tracked by Wall St. Rank held TransDigm Group as of Q1 2026.

Based on NWF Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.