Perigon Wealth Management’s TransDigm Group TDG Stock Holding History

Perigon Wealth 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	$844K	Sell	728 -26	-3%	-$34.1K	0.02%	591
2025 Q4	$1M	Buy	754 +6	+0.8%	+$7.87K	0.02%	548
2025 Q3	$985K	Buy	748 +500	+202%	+$715K	0.02%	513
2025 Q2	$378K	Buy	248 +19	+8%	+$26.7K	0.01%	761
2025 Q1	$317K	Sell	229 -16	-7%	-$21.3K	0.01%	792
2024 Q4	$324K	Sell	245 -112	-31%	-$148K	0.01%	788
2024 Q3	$510K	Buy	357 +66	+23%	+$85.8K	0.01%	615
2024 Q2	$372K	Buy	291 +101	+53%	+$129K	0.01%	619
2024 Q1	$234K	Buy	+190	New	+$214K	0.01%	747
2021 Q1	–	Sell	-86	Closed	-$53K	–	973
2020 Q4	$53K	Buy	+86	New	+$47.3K	0.01%	735
2018 Q2	–	Sell	-50	Closed	-$15K	–	553
2018 Q1	$15K	Hold	50	–	–	0.01%	474
2017 Q4	$14K	Hold	50	–	–	0.01%	463
2017 Q3	$13K	Hold	50	–	–	﹤0.01%	486
2017 Q2	$13K	Hold	50	–	–	﹤0.01%	480
2017 Q1	$11K	Hold	50	–	–	﹤0.01%	522
2016 Q4	$12K	Buy	+50	New	+$13.1K	﹤0.01%	541
2016 Q2	–	Sell	-31	Closed	-$7K	–	458
2016 Q1	$7K	Buy	+31	New	+$6.77K	﹤0.01%	245

Other funds holding TDG

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Perigon Wealth Management's TDG Position: Q1 2026 in Review

Perigon Wealth Management reduced its TransDigm Group (TDG) stake by 3.4% in Q1 2026, selling an estimated $34.1K and leaving 728 shares worth $844K. The position accounts for 0.02% of the portfolio, ranked #591.

Perigon Wealth Management first reported a position in TDG in Q1 2016 and has held it in 17 quarters since. The position peaked at $1M in Q4 2025. 1,107 funds tracked by Wall St. Rank hold TDG as of Q1 2026.

Perigon Wealth Management held 728 shares of TransDigm Group worth $844K as of Q1 2026.
Perigon Wealth Management sold 26 TransDigm Group shares in Q1 2026, an estimated $34.1K.
TransDigm Group made up 0.02% of Perigon Wealth Management's portfolio in Q1 2026, its #591 holding.
Perigon Wealth Management first reported a position in TransDigm Group in Q1 2016 and has held it in 17 quarters since.
Perigon Wealth Management's TransDigm Group position peaked at $1M in Q4 2025.
1,107 funds tracked by Wall St. Rank held TransDigm Group as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.