Principal Securities’s TransDigm Group TDG Stock Holding History

Principal Securities’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	$5.36M	Buy	4,628 +39	+0.8%	+$51.1K	0.08%	246
2025 Q4	$6.1M	Buy	4,589 +8	+0.2%	+$10.5K	0.09%	203
2025 Q3	$6.04M	Buy	4,581 +579	+14%	+$828K	0.1%	194
2025 Q2	$6.09M	Buy	4,002 +365	+10%	+$513K	0.11%	171
2025 Q1	$4.61M	Buy	3,637 +6	+0.2%	+$8K	0.1%	191
2024 Q4	$4.6M	Buy	3,631 +294	+9%	+$387K	0.1%	191
2024 Q3	$4.76M	Sell	3,337 -25	-0.7%	-$32.5K	0.12%	173
2024 Q2	$4.3M	Sell	3,362 -54	-2%	-$69.2K	0.12%	162
2024 Q1	$4.21M	Buy	3,416 +92	+3%	+$104K	0.13%	148
2023 Q4	$3.36M	Buy	+3,324	New	+$3.07M	0.13%	161

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

Principal Securities's TDG Position: Q1 2026 in Review

Principal Securities increased its TransDigm Group (TDG) stake by 0.85% in Q1 2026, buying an estimated $51.1K and bringing the position to 4,628 shares worth $5.36M. The position accounts for 0.08% of the portfolio, ranked #246.

Principal Securities first reported a position in TDG in Q4 2023 and has held it in 10 quarters since. The position peaked at $6.1M in Q4 2025. 1,107 funds tracked by Wall St. Rank hold TDG as of Q1 2026.

Principal Securities held 4,628 shares of TransDigm Group worth $5.36M as of Q1 2026.
Principal Securities bought 39 TransDigm Group shares in Q1 2026, an estimated $51.1K.
TransDigm Group made up 0.08% of Principal Securities's portfolio in Q1 2026, its #246 holding.
Principal Securities first reported a position in TransDigm Group in Q4 2023 and has held it in 10 quarters since.
Principal Securities's TransDigm Group position peaked at $6.1M in Q4 2025.
1,107 funds tracked by Wall St. Rank held TransDigm Group as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.