Tortoise Investment Management’s TransDigm Group TDG Stock Holding History

Tortoise Investment 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
2025 Q4	–	Sell	-7	Closed	-$9.23K	–	1302
2025 Q3	$9.23K	Buy	7 +2	+40%	+$2.86K	﹤0.01%	624
2025 Q2	$7.6K	Buy	+5	New	+$7.02K	﹤0.01%	617
2025 Q1	–	Sell	-29	Closed	-$36.8K	–	878
2024 Q4	$36.8K	Buy	29 +3	+12%	+$3.95K	﹤0.01%	473
2024 Q3	$37.1K	Buy	26 +16	+160%	+$20.8K	﹤0.01%	463
2024 Q2	$12.8K	Sell	10 -6	-38%	-$7.69K	﹤0.01%	603
2024 Q1	$19.7K	Buy	16 +12	+300%	+$13.5K	﹤0.01%	512
2023 Q4	$4.05K	Hold	4	–	–	﹤0.01%	644
2023 Q3	$3.37K	Hold	4	–	–	﹤0.01%	652
2023 Q2	$3.58K	Hold	4	–	–	﹤0.01%	640
2023 Q1	$2.95K	Hold	4	–	–	﹤0.01%	660
2022 Q4	$2.52K	Hold	4	–	–	﹤0.01%	668
2022 Q3	$2K	Hold	4	–	–	﹤0.01%	706
2022 Q2	$2K	Buy	+4	New	+$2.36K	﹤0.01%	694

Other funds holding TDG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Tortoise Investment Management's TDG Position: Q4 2025 in Review

Tortoise Investment Management sold out of TransDigm Group (TDG) in Q4 2025, closing a stake of 7 shares — an estimated $9.23K sold.

Tortoise Investment Management first reported a position in TDG in Q2 2022 and held it in 13 quarters. The position peaked at $37.1K in Q3 2024. 1,133 funds tracked by Wall St. Rank hold TDG as of Q4 2025.

Tortoise Investment Management reported no remaining TransDigm Group position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 7 TransDigm Group shares in Q4 2025, an estimated $9.23K.
Tortoise Investment Management first reported a position in TransDigm Group in Q2 2022 and held it in 13 quarters.
Tortoise Investment Management's TransDigm Group position peaked at $37.1K in Q3 2024.
1,133 funds tracked by Wall St. Rank held TransDigm Group as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.