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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
Q2 		$276K Buy
207
+12
+6% +$14.7K 0.02% 454
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 $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

PDS Planning's TDG Position: Q2 2026 in Review

PDS Planning increased its TransDigm Group (TDG) stake by 6.2% in Q2 2026, buying an estimated $14.7K and bringing the position to 207 shares worth $276K. The position accounts for 0.02% of the portfolio, ranked #454.

PDS Planning first reported a position in TDG in Q1 2024 and has held it in 10 quarters since. The position peaked at $332K in Q2 2025. 1,143 funds tracked by Wall St. Rank hold TDG as of Q2 2026.

  • PDS Planning held 207 shares of TransDigm Group worth $276K as of Q2 2026.
  • PDS Planning bought 12 TransDigm Group shares in Q2 2026, an estimated $14.7K.
  • TransDigm Group made up 0.02% of PDS Planning's portfolio in Q2 2026, its #454 holding.
  • PDS Planning first reported a position in TransDigm Group in Q1 2024 and has held it in 10 quarters since.
  • PDS Planning's TransDigm Group position peaked at $332K in Q2 2025.
  • 1,143 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.