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Root Financial Partners’s TransDigm Group TDG Stock Holding History

Root Financial Partners’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 		$174K Sell
150
-5
-3% -$6.55K 0.01% 366
2025
Q4 		$206K Buy
155
+9
+6% +$11.8K 0.01% 293
2025
Q3 		$192K Sell
146
-4
-3% -$5.72K 0.01% 288
2025
Q2 		$228K Buy
+150
New +$211K 0.02% 226

Other funds holding TDG

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
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
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Root Financial Partners's TDG Position: Q1 2026 in Review

Root Financial Partners reduced its TransDigm Group (TDG) stake by 3.2% in Q1 2026, selling an estimated $6.55K and leaving 150 shares worth $174K. The position accounts for 0.01% of the portfolio, ranked #366.

Root Financial Partners first reported a position in TDG in Q2 2025 and has held it in 4 quarters since. The position peaked at $228K in Q2 2025. 1,108 funds tracked by Wall St. Rank hold TDG as of Q1 2026.

  • Root Financial Partners held 150 shares of TransDigm Group worth $174K as of Q1 2026.
  • Root Financial Partners sold 5 TransDigm Group shares in Q1 2026, an estimated $6.55K.
  • TransDigm Group made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #366 holding.
  • Root Financial Partners first reported a position in TransDigm Group in Q2 2025 and has held it in 4 quarters since.
  • Root Financial Partners's TransDigm Group position peaked at $228K in Q2 2025.
  • 1,108 funds tracked by Wall St. Rank held TransDigm Group as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.