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Occidental Asset Management’s TransDigm Group TDG Stock Holding History

Occidental Asset 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
Q1 		– Sell
-165
Closed -$219K – 321
2025
Q4 		$219K Buy
165
+1
+0.6% +$1.31K 0.03% 264
2025
Q3 		$216K Sell
164
-5
-3% -$7.15K 0.03% 253
2025
Q2 		$257K Sell
169
-20
-11% -$28.1K 0.04% 217
2025
Q1 		$261K Buy
+189
New +$252K 0.04% 205

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

Occidental Asset Management's TDG Position: Q1 2026 in Review

Occidental Asset Management sold out of TransDigm Group (TDG) in Q1 2026, closing a stake of 165 shares — an estimated $219K sold.

Occidental Asset Management first reported a position in TDG in Q1 2025 and held it in 4 quarters. The position peaked at $261K in Q1 2025. 1,107 funds tracked by Wall St. Rank hold TDG as of Q1 2026.

  • Occidental Asset Management reported no remaining TransDigm Group position as of Q1 2026 after selling out during the quarter.
  • Occidental Asset Management sold 165 TransDigm Group shares in Q1 2026, an estimated $219K.
  • Occidental Asset Management first reported a position in TransDigm Group in Q1 2025 and held it in 4 quarters.
  • Occidental Asset Management's TransDigm Group position peaked at $261K in Q1 2025.
  • 1,107 funds tracked by Wall St. Rank held TransDigm Group as of Q1 2026.

Based on Occidental Asset Management's 13F filing for Q1 2026, filed 16 Apr 2026.