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Simplicity Wealth’s TransDigm Group TDG Stock Holding History

Simplicity Wealth’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 		$321K Sell
241
-7
-3% -$8.6K 0.01% 809
2026
Q1 		$287K Sell
248
-49
-16% -$64.2K 0.02% 609
2025
Q4 		$395K Buy
297
+58
+24% +$76K 0.02% 485
2025
Q3 		$315K Sell
239
-333
-58% -$476K 0.02% 552
2025
Q2 		$870K Buy
572
+407
+247% +$572K 0.04% 356
2025
Q1 		$228K Buy
+165
New +$220K 0.02% 489
2024
Q3 		– Sell
-1,564
Closed -$2M – 1119
2024
Q2 		$2M Buy
1,564
+37
+2% +$47.4K 0.05% 356
2024
Q1 		$1.88M Buy
+1,527
New +$1.72M 0.04% 364

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

Simplicity Wealth's TDG Position: Q2 2026 in Review

Simplicity Wealth reduced its TransDigm Group (TDG) stake by 2.8% in Q2 2026, selling an estimated $8.6K and leaving 241 shares worth $321K. The position accounts for 0.01% of the portfolio, ranked #809.

Simplicity Wealth first reported a position in TDG in Q1 2024 and has held it in 8 quarters since. The position peaked at $2M in Q2 2024. 1,143 funds tracked by Wall St. Rank hold TDG as of Q2 2026.

  • Simplicity Wealth held 241 shares of TransDigm Group worth $321K as of Q2 2026.
  • Simplicity Wealth sold 7 TransDigm Group shares in Q2 2026, an estimated $8.6K.
  • TransDigm Group made up 0.01% of Simplicity Wealth's portfolio in Q2 2026, its #809 holding.
  • Simplicity Wealth first reported a position in TransDigm Group in Q1 2024 and has held it in 8 quarters since.
  • Simplicity Wealth's TransDigm Group position peaked at $2M in Q2 2024.
  • 1,143 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.