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Summit Financial’s TransDigm Group TDG Stock Holding History

Summit Financial’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 		$1.6M Buy
1,379
+1,219
+762% +$1.6M 0.02% 632
2025
Q4 		$213K Buy
+160
New +$210K ﹤0.01% 1225
2025
Q3 		– Sell
-548
Closed -$834K – 1263
2025
Q2 		$834K Sell
548
-5
-0.9% -$7.02K 0.02% 452
2025
Q1 		$766K Buy
553
+20
+4% +$26.7K 0.02% 421
2024
Q4 		$676K Buy
533
+28
+6% +$36.9K 0.02% 389
2024
Q3 		$721K Buy
505
+41
+9% +$53.3K 0.03% 310
2024
Q2 		$593K Buy
+464
New +$595K 0.03% 303

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

Summit Financial's TDG Position: Q1 2026 in Review

Summit Financial increased its TransDigm Group (TDG) stake by 762% in Q1 2026, buying an estimated $1.6M and bringing the position to 1,379 shares worth $1.6M. The position accounts for 0.02% of the portfolio, ranked #632.

Summit Financial first reported a position in TDG in Q2 2024 and has held it in 7 quarters since. 1,107 funds tracked by Wall St. Rank hold TDG as of Q1 2026.

  • Summit Financial held 1,379 shares of TransDigm Group worth $1.6M as of Q1 2026.
  • Summit Financial bought 1,219 TransDigm Group shares in Q1 2026, an estimated $1.6M.
  • TransDigm Group made up 0.02% of Summit Financial's portfolio in Q1 2026, its #632 holding.
  • Summit Financial first reported a position in TransDigm Group in Q2 2024 and has held it in 7 quarters since.
  • 1,107 funds tracked by Wall St. Rank held TransDigm Group as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.