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Shelter Rock Management’s TransDigm Group TDG Stock Holding History

Shelter Rock Management’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 		$8.11M Buy
6,089
+19
+0.3% +$23.3K 7.87% 3
2026
Q1 		$7.03M Buy
6,070
+1,119
+23% +$1.47M 7.46% 5
2025
Q4 		$6.58M Buy
+4,951
New +$6.49M 6.61% 4

Other funds holding TDG

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Shelter Rock Management's TDG Position: Q2 2026 in Review

Shelter Rock Management increased its TransDigm Group (TDG) stake by 0.31% in Q2 2026, buying an estimated $23.3K and bringing the position to 6,089 shares worth $8.11M. The position accounts for 7.87% of the portfolio, ranked #3.

Shelter Rock Management first reported a position in TDG in Q4 2025 and has held it in 3 quarters since. 1,138 funds tracked by Wall St. Rank hold TDG as of Q2 2026.

  • Shelter Rock Management held 6,089 shares of TransDigm Group worth $8.11M as of Q2 2026.
  • Shelter Rock Management bought 19 TransDigm Group shares in Q2 2026, an estimated $23.3K.
  • TransDigm Group made up 7.87% of Shelter Rock Management's portfolio in Q2 2026, its #3 holding.
  • Shelter Rock Management first reported a position in TransDigm Group in Q4 2025 and has held it in 3 quarters since.
  • 1,138 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2026.

Based on Shelter Rock Management's 13F filing for Q2 2026, filed 13 Jul 2026.