Turtle Creek Wealth Advisors’s TransDigm Group TDG Stock Holding History

Turtle Creek Wealth 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	$274K	Buy	236 +14	+6%	+$18.4K	0.02%	335
2025 Q4	$295K	Sell	222 -48	-18%	-$62.9K	0.02%	306
2025 Q3	$356K	Buy	270 +76	+39%	+$109K	0.03%	254
2025 Q2	$295K	Buy	+194	New	+$272K	0.03%	218
2024 Q1	–	Sell	-72	Closed	-$72.8K	–	741
2023 Q4	$72.8K	Buy	+72	New	+$66.4K	0.02%	229

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

Turtle Creek Wealth Advisors's TDG Position: Q1 2026 in Review

Turtle Creek Wealth Advisors increased its TransDigm Group (TDG) stake by 6.3% in Q1 2026, buying an estimated $18.4K and bringing the position to 236 shares worth $274K. The position accounts for 0.02% of the portfolio, ranked #335.

Turtle Creek Wealth Advisors first reported a position in TDG in Q4 2023 and has held it in 5 quarters since. The position peaked at $356K in Q3 2025. 1,107 funds tracked by Wall St. Rank hold TDG as of Q1 2026.

Turtle Creek Wealth Advisors held 236 shares of TransDigm Group worth $274K as of Q1 2026.
Turtle Creek Wealth Advisors bought 14 TransDigm Group shares in Q1 2026, an estimated $18.4K.
TransDigm Group made up 0.02% of Turtle Creek Wealth Advisors's portfolio in Q1 2026, its #335 holding.
Turtle Creek Wealth Advisors first reported a position in TransDigm Group in Q4 2023 and has held it in 5 quarters since.
Turtle Creek Wealth Advisors's TransDigm Group position peaked at $356K in Q3 2025.
1,107 funds tracked by Wall St. Rank held TransDigm Group as of Q1 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.