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Oakmont Corp’s TransDigm Group TDG Stock Holding History

Oakmont Corp’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 		$31M Sell
23,261
-3,028
-12% -$3.72M 6.17% 7
2026
Q1 		$30.5M Buy
26,289
+479
+2% +$628K 5.79% 9
2025
Q4 		$34.3M Buy
25,810
+580
+2% +$760K 5.94% 9
2025
Q3 		$33.3M Buy
25,230
+5,326
+27% +$7.61M 5.94% 9
2025
Q2 		$30.3M Sell
19,904
-70
-0.4% -$98.3K 5.3% 10
2025
Q1 		$27.6M Sell
19,974
-112
-0.6% -$149K 5.45% 10
2024
Q4 		$25.5M Buy
20,086
+4,421
+28% +$5.83M 4.45% 10
2024
Q3 		$20.4M Buy
+15,665
New +$20.4M 3.93% 9

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

Oakmont Corp's TDG Position: Q2 2026 in Review

Oakmont Corp reduced its TransDigm Group (TDG) stake by 12% in Q2 2026, selling an estimated $3.72M and leaving 23,261 shares worth $31M. The position accounts for 6.17% of the portfolio, ranked #7.

Oakmont Corp first reported a position in TDG in Q3 2024 and has held it in 8 quarters since. The position peaked at $34.3M in Q4 2025. 1,142 funds tracked by Wall St. Rank hold TDG as of Q2 2026.

  • Oakmont Corp held 23,261 shares of TransDigm Group worth $31M as of Q2 2026.
  • Oakmont Corp sold 3,028 TransDigm Group shares in Q2 2026, an estimated $3.72M.
  • TransDigm Group made up 6.17% of Oakmont Corp's portfolio in Q2 2026, its #7 holding.
  • Oakmont Corp first reported a position in TransDigm Group in Q3 2024 and has held it in 8 quarters since.
  • Oakmont Corp's TransDigm Group position peaked at $34.3M in Q4 2025.
  • 1,142 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2026.

Based on Oakmont Corp's 13F filing for Q2 2026, filed 7 Aug 2026.