Principia Wealth Advisory’s TransDigm Group TDG Stock Holding History

Principia Wealth Advisory’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 Q2	$5.33K	Hold	4	–	–	﹤0.01%	355
2026 Q1	$4.64K	Buy	4 +1	+33%	+$1.31K	﹤0.01%	315
2025 Q4	$3.99K	Buy	3 +1	+50%	+$1.31K	﹤0.01%	315
2025 Q3	$2.64K	Sell	2 -1	-33%	-$1.43K	﹤0.01%	384
2025 Q2	$4.56K	Buy	3 +1	+50%	+$1.41K	﹤0.01%	245
2025 Q1	$2.63K	Hold	2	–	–	﹤0.01%	249
2024 Q4	$2.54K	Buy	+2	New	+$2.63K	﹤0.01%	208

Other funds holding TDG

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T 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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Principia Wealth Advisory's TDG Position: Q2 2026 in Review

Principia Wealth Advisory held its TransDigm Group (TDG) position steady in Q2 2026 at 4 shares worth $5.33K. The position accounts for ﹤0.01% of the portfolio, ranked #355.

Principia Wealth Advisory first reported a position in TDG in Q4 2024 and has held it in 7 quarters since. 1,141 funds tracked by Wall St. Rank hold TDG as of Q2 2026.

Principia Wealth Advisory held 4 shares of TransDigm Group worth $5.33K as of Q2 2026.
Principia Wealth Advisory left its TransDigm Group share count unchanged in Q2 2026.
TransDigm Group made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #355 holding.
Principia Wealth Advisory first reported a position in TransDigm Group in Q4 2024 and has held it in 7 quarters since.
1,141 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.