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 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%	+$2.63K	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

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

Pinnacle Associates's TDG Position: Q1 2026 in Review

Pinnacle Associates increased its TransDigm Group (TDG) stake by 2.3% in Q1 2026, buying an estimated $11.8K and bringing the position to 399 shares worth $463K. The position accounts for 0.01% of the portfolio, ranked #674.

Pinnacle Associates first reported a position in TDG in Q2 2023 and has held it in 12 quarters since. The position peaked at $603K in Q2 2025. 1,108 funds tracked by Wall St. Rank hold TDG as of Q1 2026.

Pinnacle Associates held 399 shares of TransDigm Group worth $463K as of Q1 2026.
Pinnacle Associates bought 9 TransDigm Group shares in Q1 2026, an estimated $11.8K.
TransDigm Group made up 0.01% of Pinnacle Associates's portfolio in Q1 2026, its #674 holding.
Pinnacle Associates first reported a position in TransDigm Group in Q2 2023 and has held it in 12 quarters since.
Pinnacle Associates's TransDigm Group position peaked at $603K in Q2 2025.
1,108 funds tracked by Wall St. Rank held TransDigm Group as of Q1 2026.

Based on Pinnacle Associates's 13F filing for Q1 2026, filed 22 Apr 2026.