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 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

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

Root Financial Partners's TDG Position: Q2 2026 in Review

Root Financial Partners increased its TransDigm Group (TDG) stake by 15% in Q2 2026, buying an estimated $27K and bringing the position to 172 shares worth $229K. The position accounts for 0.01% of the portfolio, ranked #357.

Root Financial Partners first reported a position in TDG in Q2 2025 and has held it in 5 quarters since. 1,143 funds tracked by Wall St. Rank hold TDG as of Q2 2026.

Root Financial Partners held 172 shares of TransDigm Group worth $229K as of Q2 2026.
Root Financial Partners bought 22 TransDigm Group shares in Q2 2026, an estimated $27K.
TransDigm Group made up 0.01% of Root Financial Partners's portfolio in Q2 2026, its #357 holding.
Root Financial Partners first reported a position in TransDigm Group in Q2 2025 and has held it in 5 quarters since.
1,143 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.