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Richard Bernstein Advisors’s TransDigm Group TDG Stock Holding History

Richard Bernstein Advisors’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 		$1.13M Buy
+978
New +$1.28M 0.03% 169
2019
Q1 		– Sell
-8,694
Closed -$2.96M – 357
2018
Q4 		$2.96M Sell
8,694
-4,087
-32% -$1.4M 0.11% 193
2018
Q3 		$4.76M Hold
12,781
– – 0.14% 144
2018
Q2 		$4.41M Buy
+12,781
New +$4.2M 0.14% 138

Other funds holding TDG

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Richard Bernstein Advisors's TDG Position: Q1 2026 in Review

Richard Bernstein Advisors opened a new position in TransDigm Group (TDG) in Q1 2026: 978 shares worth $1.13M. The stake represents 0.03% of the portfolio and ranks #169 among its holdings. This is a return to the name: Richard Bernstein Advisors previously reported a position in TDG as recently as Q4 2018.

Richard Bernstein Advisors first reported a position in TDG in Q2 2018 and has held it in 4 quarters since. The position peaked at $4.76M in Q3 2018. 1,112 funds tracked by Wall St. Rank hold TDG as of Q1 2026.

  • Richard Bernstein Advisors held 978 shares of TransDigm Group worth $1.13M as of Q1 2026.
  • TransDigm Group was a new Richard Bernstein Advisors position in Q1 2026.
  • TransDigm Group made up 0.03% of Richard Bernstein Advisors's portfolio in Q1 2026, its #169 holding.
  • Richard Bernstein Advisors first reported a position in TransDigm Group in Q2 2018 and has held it in 4 quarters since.
  • Richard Bernstein Advisors's TransDigm Group position peaked at $4.76M in Q3 2018.
  • 1,112 funds tracked by Wall St. Rank held TransDigm Group as of Q1 2026.

Based on Richard Bernstein Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.