Univest Financial’s TransDigm Group TDG Stock Holding History

Univest 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 Q2	$5.68M	Buy	4,263 +759	+22%	+$932K	0.28%	64
2026 Q1	$4.06M	Buy	3,504 +120	+4%	+$157K	0.23%	79
2025 Q4	$4.5M	Sell	3,384 -23	-0.7%	-$30.1K	0.24%	74
2025 Q3	$4.49M	Sell	3,407 -422	-11%	-$603K	0.25%	72
2025 Q2	$5.82M	Sell	3,829 -52	-1%	-$73K	0.35%	60
2025 Q1	$5.37M	Buy	3,881 +112	+3%	+$149K	0.35%	56
2024 Q4	$4.78M	Buy	3,769 +222	+6%	+$293K	0.3%	64
2024 Q3	$5.06M	Buy	3,547 +3,230	+1,019%	+$4.2M	0.33%	58
2024 Q2	$405K	Buy	317 +103	+48%	+$132K	0.11%	81
2024 Q1	$264K	Buy	+214	New	+$241K	0.07%	106

Other funds holding TDG

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Univest Financial's TDG Position: Q2 2026 in Review

Univest Financial increased its TransDigm Group (TDG) stake by 22% in Q2 2026, buying an estimated $932K and bringing the position to 4,263 shares worth $5.68M. The position accounts for 0.28% of the portfolio, ranked #64.

Univest Financial first reported a position in TDG in Q1 2024 and has held it in 10 quarters since. The position peaked at $5.82M in Q2 2025. 1,144 funds tracked by Wall St. Rank hold TDG as of Q2 2026.

Univest Financial held 4,263 shares of TransDigm Group worth $5.68M as of Q2 2026.
Univest Financial bought 759 TransDigm Group shares in Q2 2026, an estimated $932K.
TransDigm Group made up 0.28% of Univest Financial's portfolio in Q2 2026, its #64 holding.
Univest Financial first reported a position in TransDigm Group in Q1 2024 and has held it in 10 quarters since.
Univest Financial's TransDigm Group position peaked at $5.82M in Q2 2025.
1,144 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2026.

Based on Univest Financial's 13F filing for Q2 2026, filed 7 Aug 2026.