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Ritholtz Wealth Management’s TransDigm Group TDG Stock Holding History

Ritholtz Wealth Management’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 		$572K Buy
429
+47
+12% +$57.7K 0.01% 808
2026
Q1 		$443K Buy
382
+53
+16% +$69.5K 0.01% 831
2025
Q4 		$438K Buy
329
+10
+3% +$13.1K 0.01% 759
2025
Q3 		$421K Buy
319
+3
+0.9% +$4.29K 0.01% 730
2025
Q2 		$481K Buy
316
+55
+21% +$77.2K 0.01% 655
2025
Q1 		$361K Buy
261
+63
+32% +$84K 0.01% 688
2024
Q4 		$251K Buy
198
+25
+14% +$32.9K 0.01% 755
2024
Q3 		$247K Buy
+173
New +$225K 0.01% 757

Other funds holding TDG

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ritholtz Wealth Management's TDG Position: Q2 2026 in Review

Ritholtz Wealth Management increased its TransDigm Group (TDG) stake by 12% in Q2 2026, buying an estimated $57.7K and bringing the position to 429 shares worth $572K. The position accounts for 0.01% of the portfolio, ranked #808.

Ritholtz Wealth Management first reported a position in TDG in Q3 2024 and has held it in 8 quarters since. 1,140 funds tracked by Wall St. Rank hold TDG as of Q2 2026.

  • Ritholtz Wealth Management held 429 shares of TransDigm Group worth $572K as of Q2 2026.
  • Ritholtz Wealth Management bought 47 TransDigm Group shares in Q2 2026, an estimated $57.7K.
  • TransDigm Group made up 0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #808 holding.
  • Ritholtz Wealth Management first reported a position in TransDigm Group in Q3 2024 and has held it in 8 quarters since.
  • 1,140 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.