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Shepherd Wealth Management’s TransDigm Group TDG Stock Holding History

Shepherd Wealth 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
Q1 		– Sell
-152
Closed -$220K – 61
2025
Q4 		$220K Sell
152
-16
-10% -$21K 0.15% 41
2025
Q3 		$213K Hold
168
– – 0.14% 42
2025
Q2 		$238K Sell
168
-65
-28% -$91.3K 0.16% 43
2025
Q1 		$322K Sell
233
-56
-19% -$74.7K 0.33% 26
2024
Q4 		$366K Buy
+289
New +$381K 0.36% 37

Other funds holding TDG

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
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
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Shepherd Wealth Management's TDG Position: Q1 2026 in Review

Shepherd Wealth Management sold out of TransDigm Group (TDG) in Q1 2026, closing a stake of 152 shares — an estimated $220K sold.

Shepherd Wealth Management first reported a position in TDG in Q4 2024 and held it in 5 quarters. The position peaked at $366K in Q4 2024. 1,107 funds tracked by Wall St. Rank hold TDG as of Q1 2026.

  • Shepherd Wealth Management reported no remaining TransDigm Group position as of Q1 2026 after selling out during the quarter.
  • Shepherd Wealth Management sold 152 TransDigm Group shares in Q1 2026, an estimated $220K.
  • Shepherd Wealth Management first reported a position in TransDigm Group in Q4 2024 and held it in 5 quarters.
  • Shepherd Wealth Management's TransDigm Group position peaked at $366K in Q4 2024.
  • 1,107 funds tracked by Wall St. Rank held TransDigm Group as of Q1 2026.

Based on Shepherd Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.