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 Q3	$159K	Sell	147 -25	-15%	-$30.1K	0.01%	532
2026 Q2	$229K	Buy	172 +22	+15%	+$27K	0.01%	357
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

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Vulcan Value Partners Birmingham, Alabama $3.13B AUM 1.96% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.6B AUM 22.09% 1-Year Est. Return

Root Financial Partners's TDG Position: Q3 2026 in Review

Root Financial Partners reduced its TransDigm Group (TDG) stake by 15% in Q3 2026, selling an estimated $30.1K and leaving 147 shares worth $159K. The position accounts for 0.01% of the portfolio, ranked #532.

Root Financial Partners first reported a position in TDG in Q2 2025 and has held it in 6 quarters since. The position peaked at $229K in Q2 2026. 663 funds tracked by Wall St. Rank hold TDG as of Q3 2026.

Root Financial Partners held 147 shares of TransDigm Group worth $159K as of Q3 2026.
Root Financial Partners sold 25 TransDigm Group shares in Q3 2026, an estimated $30.1K.
TransDigm Group made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #532 holding.
Root Financial Partners first reported a position in TransDigm Group in Q2 2025 and has held it in 6 quarters since.
Root Financial Partners's TransDigm Group position peaked at $229K in Q2 2026.
663 funds tracked by Wall St. Rank held TransDigm Group as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.