Phoenix Financial’s TransDigm Group TDG Stock Holding History

Phoenix Financial’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	-2,315	Closed	-$3.08M	–	528
2025 Q4	$3.08M	Sell	2,315 -644	-22%	-$844K	0.03%	155
2025 Q3	$3.9M	Sell	2,959 -2,766	-48%	-$3.95M	0.05%	149
2025 Q2	$8.71M	Buy	5,725 +809	+16%	+$1.14M	0.11%	98
2025 Q1	$6.8M	Buy	+4,916	New	+$6.55M	0.1%	113
2020 Q2	–	Sell	-775	Closed	-$241K	–	358
2020 Q1	$241K	Buy	+775	New	+$422K	0.01%	284

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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

Phoenix Financial's TDG Position: Q1 2026 in Review

Phoenix Financial sold out of TransDigm Group (TDG) in Q1 2026, closing a stake of 2,315 shares — an estimated $3.08M sold.

Phoenix Financial first reported a position in TDG in Q1 2020 and held it in 5 quarters. The position peaked at $8.71M in Q2 2025. 1,111 funds tracked by Wall St. Rank hold TDG as of Q1 2026.

Phoenix Financial reported no remaining TransDigm Group position as of Q1 2026 after selling out during the quarter.
Phoenix Financial sold 2,315 TransDigm Group shares in Q1 2026, an estimated $3.08M.
Phoenix Financial first reported a position in TransDigm Group in Q1 2020 and held it in 5 quarters.
Phoenix Financial's TransDigm Group position peaked at $8.71M in Q2 2025.
1,111 funds tracked by Wall St. Rank held TransDigm Group as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.