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PDS Planning’s TransDigm Group TDG Stock Holding History

PDS Planning’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 		$226K Sell
195
-28
-13% -$36.7K 0.01% 477
2025
Q4 		$297K Buy
223
+12
+6% +$15.7K 0.02% 387
2025
Q3 		$278K Sell
211
-7
-3% -$10K 0.02% 402
2025
Q2 		$332K Buy
218
+26
+14% +$36.5K 0.02% 329
2025
Q1 		$266K Buy
192
+19
+11% +$25.3K 0.02% 356
2024
Q4 		$219K Buy
173
+1
+0.6% +$1.32K 0.02% 378
2024
Q3 		$245K Sell
172
-20
-10% -$26K 0.02% 356
2024
Q2 		$245K Buy
192
+26
+16% +$33.3K 0.02% 311
2024
Q1 		$204K Buy
+166
New +$187K 0.02% 357

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

PDS Planning's TDG Position: Q1 2026 in Review

PDS Planning reduced its TransDigm Group (TDG) stake by 13% in Q1 2026, selling an estimated $36.7K and leaving 195 shares worth $226K. The position accounts for 0.01% of the portfolio, ranked #477.

PDS Planning first reported a position in TDG in Q1 2024 and has held it in 9 quarters since. The position peaked at $332K in Q2 2025. 1,107 funds tracked by Wall St. Rank hold TDG as of Q1 2026.

  • PDS Planning held 195 shares of TransDigm Group worth $226K as of Q1 2026.
  • PDS Planning sold 28 TransDigm Group shares in Q1 2026, an estimated $36.7K.
  • TransDigm Group made up 0.01% of PDS Planning's portfolio in Q1 2026, its #477 holding.
  • PDS Planning first reported a position in TransDigm Group in Q1 2024 and has held it in 9 quarters since.
  • PDS Planning's TransDigm Group position peaked at $332K in Q2 2025.
  • 1,107 funds tracked by Wall St. Rank held TransDigm Group as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.