Pinnacle Associates
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Pinnacle Associates’s TransDigm Group TDG Stock Holding History

Pinnacle Associates’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
Q3 		$431K Buy
398
+1
+0.3% +$1.2K ﹤0.01% 716
2026
Q2 		$529K Sell
397
-2
-0.5% -$2.46K 0.01% 674
2026
Q1 		$463K Buy
399
+9
+2% +$11.8K 0.01% 674
2025
Q4 		$518K Sell
390
-5
-1% -$6.55K 0.01% 649
2025
Q3 		$521K Sell
395
-1
-0.3% -$1.43K 0.01% 633
2025
Q2 		$603K Buy
396
+8
+2% +$11.2K 0.01% 594
2025
Q1 		$537K Buy
388
+9
+2% +$12K 0.01% 602
2024
Q4 		$480K Buy
379
+2
+0.5% +$2.64K 0.01% 610
2024
Q3 		$381K Sell
377
-7
-2% -$9.1K 0.01% 625
2024
Q2 		$490K Buy
384
+2
+0.5% +$2.56K 0.01% 587
2024
Q1 		$470K Buy
382
+5
+1% +$5.63K 0.01% 595
2023
Q4 		$381K Buy
377
+1
+0.3% +$923 0.01% 633
2023
Q3 		$317K Buy
376
+125
+50% +$110K 0.01% 658
2023
Q2 		$224K Buy
+251
New +$199K ﹤0.01% 748

Other funds holding TDG

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Vulcan Value Partners
Vulcan Value Partners Birmingham, Alabama $3.13B AUM 1.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.6B AUM 22.09% 1-Year Est. Return

Pinnacle Associates's TDG Position: Q3 2026 in Review

Pinnacle Associates increased its TransDigm Group (TDG) stake by 0.25% in Q3 2026, buying an estimated $1.2K and bringing the position to 398 shares worth $431K. The position accounts for ﹤0.01% of the portfolio, ranked #716.

Pinnacle Associates first reported a position in TDG in Q2 2023 and has held it in 14 quarters since. The position peaked at $603K in Q2 2025. 663 funds tracked by Wall St. Rank hold TDG as of Q3 2026.

  • Pinnacle Associates held 398 shares of TransDigm Group worth $431K as of Q3 2026.
  • Pinnacle Associates bought 1 TransDigm Group share in Q3 2026, an estimated $1.2K.
  • TransDigm Group made up ﹤0.01% of Pinnacle Associates's portfolio in Q3 2026, its #716 holding.
  • Pinnacle Associates first reported a position in TransDigm Group in Q2 2023 and has held it in 14 quarters since.
  • Pinnacle Associates's TransDigm Group position peaked at $603K in Q2 2025.
  • 663 funds tracked by Wall St. Rank held TransDigm Group as of Q3 2026.

Based on Pinnacle Associates's 13F filing for Q3 2026, filed 20 Oct 2026.