Shelton Capital Management’s TransDigm Group TDG Stock Holding History

Shelton Capital 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	$390K	Sell	293 -11	-4%	-$13.5K	0.01%	448
2026 Q1	$352K	Hold	304	–	–	0.01%	460
2025 Q4	$404K	Hold	304	–	–	0.01%	407
2025 Q3	$401K	Sell	304 -7	-2%	-$10K	0.01%	418
2025 Q2	$473K	Sell	311 -6	-2%	-$8.43K	0.01%	352
2025 Q1	$439K	Sell	317 -9	-3%	-$12K	0.01%	355
2024 Q4	$413K	Hold	326	–	–	0.01%	390
2024 Q3	$465K	Hold	326	–	–	0.01%	365
2024 Q2	$417K	Hold	326	–	–	0.01%	376
2024 Q1	$402K	Hold	326	–	–	0.01%	412
2023 Q4	$330K	Hold	326	–	–	0.01%	450
2023 Q3	$275K	Hold	326	–	–	0.01%	510
2023 Q2	$291K	Hold	326	–	–	0.01%	512
2023 Q1	$240K	Hold	326	–	–	0.01%	592
2022 Q4	$205K	Buy	+326	New	+$192K	0.02%	639
2022 Q2	–	Sell	-342	Closed	-$223K	–	800
2022 Q1	$223K	Hold	342	–	–	0.01%	729
2021 Q4	$218K	Hold	342	–	–	0.01%	744
2021 Q3	$214K	Hold	342	–	–	0.01%	738
2021 Q2	$221K	Hold	342	–	–	0.01%	743
2021 Q1	$201K	Hold	342	–	–	0.01%	783
2020 Q4	$212K	Buy	+342	New	+$188K	0.01%	660
2020 Q1	–	Sell	-370	Closed	-$207K	–	811
2019 Q4	$207K	Buy	+370	New	+$203K	0.01%	750

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

Shelton Capital Management's TDG Position: Q2 2026 in Review

Shelton Capital Management reduced its TransDigm Group (TDG) stake by 3.6% in Q2 2026, selling an estimated $13.5K and leaving 293 shares worth $390K. The position accounts for 0.01% of the portfolio, ranked #448.

Shelton Capital Management first reported a position in TDG in Q4 2019 and has held it in 22 quarters since. The position peaked at $473K in Q2 2025. 1,140 funds tracked by Wall St. Rank hold TDG as of Q2 2026.

Shelton Capital Management held 293 shares of TransDigm Group worth $390K as of Q2 2026.
Shelton Capital Management sold 11 TransDigm Group shares in Q2 2026, an estimated $13.5K.
TransDigm Group made up 0.01% of Shelton Capital Management's portfolio in Q2 2026, its #448 holding.
Shelton Capital Management first reported a position in TransDigm Group in Q4 2019 and has held it in 22 quarters since.
Shelton Capital Management's TransDigm Group position peaked at $473K in Q2 2025.
1,140 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2026.

Based on Shelton Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.