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 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 $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

Scholtz & Company's TDG Position: Q1 2026 in Review

Scholtz & Company increased its TransDigm Group (TDG) stake by 4.3% in Q1 2026, buying an estimated $201K and bringing the position to 3,688 shares worth $4.27M. The position accounts for 2.19% of the portfolio, ranked #19.

Scholtz & Company first reported a position in TDG in Q3 2022 and has held it in 15 quarters since. The position peaked at $10.1M in Q3 2024. 1,107 funds tracked by Wall St. Rank hold TDG as of Q1 2026.

Scholtz & Company held 3,688 shares of TransDigm Group worth $4.27M as of Q1 2026.
Scholtz & Company bought 153 TransDigm Group shares in Q1 2026, an estimated $201K.
TransDigm Group made up 2.19% of Scholtz & Company's portfolio in Q1 2026, its #19 holding.
Scholtz & Company first reported a position in TransDigm Group in Q3 2022 and has held it in 15 quarters since.
Scholtz & Company's TransDigm Group position peaked at $10.1M in Q3 2024.
1,107 funds tracked by Wall St. Rank held TransDigm Group as of Q1 2026.

Based on Scholtz & Company's 13F filing for Q1 2026, filed 15 May 2026.