Teamwork Financial Advisors’s TransDigm Group TDG Stock Holding History

Teamwork Financial Advisors’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	-175	Closed	-$233K	–	235
2025 Q4	$233K	Sell	175 -515	-75%	-$675K	0.02%	185
2025 Q3	$909K	Sell	690 -245	-26%	-$350K	0.09%	109
2025 Q2	$1.42M	Sell	935 -11,266	-92%	-$15.8M	0.16%	85
2025 Q1	$16.9M	Sell	12,201 -1,435	-11%	-$1.91M	2.25%	19
2024 Q4	$17.3M	Buy	13,636 +2,691	+25%	+$3.55M	2.24%	16
2024 Q3	$15.6M	Buy	10,945 +908	+9%	+$1.18M	2.17%	20
2024 Q2	$12.8M	Buy	10,037 +1,719	+21%	+$2.2M	1.9%	20
2024 Q1	$10.2M	Buy	8,318 +3,073	+59%	+$3.46M	1.58%	22
2023 Q4	$5.31M	Buy	+5,245	New	+$4.84M	0.91%	27

Other funds holding TDG

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Teamwork Financial Advisors's TDG Position: Q1 2026 in Review

Teamwork Financial Advisors sold out of TransDigm Group (TDG) in Q1 2026, closing a stake of 175 shares — an estimated $233K sold.

Teamwork Financial Advisors first reported a position in TDG in Q4 2023 and held it in 9 quarters. The position peaked at $17.3M in Q4 2024. 1,107 funds tracked by Wall St. Rank hold TDG as of Q1 2026.

Teamwork Financial Advisors reported no remaining TransDigm Group position as of Q1 2026 after selling out during the quarter.
Teamwork Financial Advisors sold 175 TransDigm Group shares in Q1 2026, an estimated $233K.
Teamwork Financial Advisors first reported a position in TransDigm Group in Q4 2023 and held it in 9 quarters.
Teamwork Financial Advisors's TransDigm Group position peaked at $17.3M in Q4 2024.
1,107 funds tracked by Wall St. Rank held TransDigm Group as of Q1 2026.

Based on Teamwork Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.