Sage Mountain Advisors’s TransDigm Group TDG Stock Holding History

Sage Mountain 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	–	Sell	-306	Closed	-$407K	–	534
2025 Q4	$407K	Buy	306 +24	+9%	+$31.5K	0.02%	319
2025 Q3	$372K	Sell	282 -122	-30%	-$174K	0.02%	331
2025 Q2	$615K	Buy	404 +2	+0.5%	+$2.81K	0.04%	209
2025 Q1	$556K	Buy	402 +83	+26%	+$111K	0.04%	206
2024 Q4	$404K	Buy	319 +17	+6%	+$22.4K	0.03%	244
2024 Q3	$431K	Sell	302 -5	-2%	-$6.5K	0.04%	225
2024 Q2	$392K	Buy	307 +47	+18%	+$60.3K	0.04%	210
2024 Q1	$320K	Buy	260 +25	+11%	+$28.1K	0.03%	226
2023 Q4	$237K	Sell	235 -22	-9%	-$20.3K	0.03%	234
2023 Q3	$217K	Buy	257 +4	+2%	+$3.51K	0.03%	235
2023 Q2	$226K	Buy	+253	New	+$200K	0.03%	226

Other funds holding TDG

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sage Mountain Advisors's TDG Position: Q1 2026 in Review

Sage Mountain Advisors sold out of TransDigm Group (TDG) in Q1 2026, closing a stake of 306 shares — an estimated $407K sold.

Sage Mountain Advisors first reported a position in TDG in Q2 2023 and held it in 11 quarters. The position peaked at $615K in Q2 2025. 1,107 funds tracked by Wall St. Rank hold TDG as of Q1 2026.

Sage Mountain Advisors reported no remaining TransDigm Group position as of Q1 2026 after selling out during the quarter.
Sage Mountain Advisors sold 306 TransDigm Group shares in Q1 2026, an estimated $407K.
Sage Mountain Advisors first reported a position in TransDigm Group in Q2 2023 and held it in 11 quarters.
Sage Mountain Advisors's TransDigm Group position peaked at $615K in Q2 2025.
1,107 funds tracked by Wall St. Rank held TransDigm Group as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.