Scholtz & Company’s TransDigm Group TDG Stock Holding History

Scholtz & Company’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	–	Sell	-3,688	Closed	-$4.27M	–	59
2026 Q1	$4.27M	Buy	3,688 +153	+4%	+$201K	2.19%	19
2025 Q4	$4.7M	Sell	3,535 -48	-1%	-$62.9K	2.04%	17
2025 Q3	$4.72M	Sell	3,583 -1,384	-28%	-$1.98M	2.07%	18
2025 Q2	$7.55M	Sell	4,967 -103	-2%	-$145K	3.32%	9
2025 Q1	$7.01M	Sell	5,070 -134	-3%	-$179K	3.47%	10
2024 Q4	$6.59M	Sell	5,204 -1,866	-26%	-$2.46M	3.15%	12
2024 Q3	$10.1M	Sell	7,070 -439	-6%	-$571K	4.76%	5
2024 Q2	$9.59M	Sell	7,509 -56	-0.7%	-$71.8K	4.09%	8
2024 Q1	$9.32M	Buy	7,565 +214	+3%	+$241K	4.11%	9
2023 Q4	$7.44M	Sell	7,351 -384	-5%	-$354K	3.68%	8
2023 Q3	$6.52M	Sell	7,735 -231	-3%	-$203K	4.3%	8
2023 Q2	$7.12M	Buy	7,966 +130	+2%	+$103K	4.46%	7
2023 Q1	$5.78M	Buy	7,836 +2,693	+52%	+$1.92M	4.12%	10
2022 Q4	$3.24M	Sell	5,143 -23	-0.4%	-$13.6K	2.29%	14
2022 Q3	$3.23M	Buy	+5,166	New	+$3.08M	2.31%	13

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

Scholtz & Company's TDG Position: Q2 2026 in Review

Scholtz & Company sold out of TransDigm Group (TDG) in Q2 2026, closing a stake of 3,688 shares — an estimated $4.27M sold.

Scholtz & Company first reported a position in TDG in Q3 2022 and held it in 15 quarters. The position peaked at $10.1M in Q3 2024. 1,143 funds tracked by Wall St. Rank hold TDG as of Q2 2026.

Scholtz & Company reported no remaining TransDigm Group position as of Q2 2026 after selling out during the quarter.
Scholtz & Company sold 3,688 TransDigm Group shares in Q2 2026, an estimated $4.27M.
Scholtz & Company first reported a position in TransDigm Group in Q3 2022 and held it in 15 quarters.
Scholtz & Company's TransDigm Group position peaked at $10.1M in Q3 2024.
1,143 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2026.

Based on Scholtz & Company's 13F filing for Q2 2026, filed 11 Aug 2026.