Pinnacle Wealth Planning Services’s TransDigm Group TDG Stock Holding History

Pinnacle Wealth Planning Services’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	$337K	Sell	311 -22	-7%	-$26.4K	0.03%	320
2026 Q2	$444K	Sell	333 -2	-0.6%	-$2.46K	0.04%	254
2026 Q1	$388K	Sell	335 -52	-13%	-$68.2K	0.04%	268
2025 Q4	$515K	Hold	387	–	–	0.05%	208
2025 Q3	$510K	Sell	387 -27	-7%	-$38.6K	0.06%	209
2025 Q2	$630K	Buy	414 +54	+15%	+$75.8K	0.08%	156
2025 Q1	$498K	Buy	360 +17	+5%	+$22.7K	0.07%	166
2024 Q4	$435K	Sell	343 -59	-15%	-$77.7K	0.07%	175
2024 Q3	$574K	Sell	402 -10	-2%	-$13K	0.08%	168
2024 Q2	$526K	Buy	412 +103	+33%	+$132K	0.08%	168
2024 Q1	$381K	Hold	309	–	–	0.06%	239
2023 Q4	$313K	Hold	309	–	–	0.05%	262
2023 Q3	$261K	Sell	309 -4	-1%	-$3.51K	0.04%	288
2023 Q2	$280K	Hold	313	–	–	0.05%	276
2023 Q1	$231K	Buy	+313	New	+$224K	0.04%	336
2022 Q2	–	Sell	-358	Closed	-$233K	–	475
2022 Q1	$233K	Buy	358 +29	+9%	+$18.6K	0.04%	334
2021 Q4	$210K	Buy	+329	New	+$206K	0.04%	355
2021 Q1	–	Sell	-217	Closed	-$134K	–	1759
2020 Q4	$134K	Buy	+217	New	+$119K	0.03%	374

Other funds holding TDG

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return

Pinnacle Wealth Planning Services's TDG Position: Q3 2026 in Review

Pinnacle Wealth Planning Services reduced its TransDigm Group (TDG) stake by 6.6% in Q3 2026, selling an estimated $26.4K and leaving 311 shares worth $337K. The position accounts for 0.03% of the portfolio, ranked #320.

Pinnacle Wealth Planning Services first reported a position in TDG in Q4 2020 and has held it in 18 quarters since. The position peaked at $630K in Q2 2025. 790 funds tracked by Wall St. Rank hold TDG as of Q3 2026.

Pinnacle Wealth Planning Services held 311 shares of TransDigm Group worth $337K as of Q3 2026.
Pinnacle Wealth Planning Services sold 22 TransDigm Group shares in Q3 2026, an estimated $26.4K.
TransDigm Group made up 0.03% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #320 holding.
Pinnacle Wealth Planning Services first reported a position in TransDigm Group in Q4 2020 and has held it in 18 quarters since.
Pinnacle Wealth Planning Services's TransDigm Group position peaked at $630K in Q2 2025.
790 funds tracked by Wall St. Rank held TransDigm Group as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.