Sagespring Wealth Partners’s TransDigm Group TDG Stock Holding History

Sagespring Wealth 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	$433K	Sell	374 -87	-19%	-$114K	0.01%	543
2025 Q4	$613K	Buy	461 +65	+16%	+$85.2K	0.01%	424
2025 Q3	$522K	Sell	396 -31	-7%	-$44.3K	0.01%	446
2025 Q2	$649K	Buy	427 +37	+9%	+$52K	0.01%	371
2025 Q1	$539K	Buy	390 +77	+25%	+$103K	0.01%	370
2024 Q4	$397K	Buy	+313	New	+$412K	0.01%	399

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

Sagespring Wealth Partners's TDG Position: Q1 2026 in Review

Sagespring Wealth Partners reduced its TransDigm Group (TDG) stake by 19% in Q1 2026, selling an estimated $114K and leaving 374 shares worth $433K. The position accounts for 0.01% of the portfolio, ranked #543.

Sagespring Wealth Partners first reported a position in TDG in Q4 2024 and has held it in 6 quarters since. The position peaked at $649K in Q2 2025. 1,108 funds tracked by Wall St. Rank hold TDG as of Q1 2026.

Sagespring Wealth Partners held 374 shares of TransDigm Group worth $433K as of Q1 2026.
Sagespring Wealth Partners sold 87 TransDigm Group shares in Q1 2026, an estimated $114K.
TransDigm Group made up 0.01% of Sagespring Wealth Partners's portfolio in Q1 2026, its #543 holding.
Sagespring Wealth Partners first reported a position in TransDigm Group in Q4 2024 and has held it in 6 quarters since.
Sagespring Wealth Partners's TransDigm Group position peaked at $649K in Q2 2025.
1,108 funds tracked by Wall St. Rank held TransDigm Group as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.