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 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 $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

Univest Financial's TDG Position: Q1 2026 in Review

Univest Financial increased its TransDigm Group (TDG) stake by 3.5% in Q1 2026, buying an estimated $157K and bringing the position to 3,504 shares worth $4.06M. The position accounts for 0.23% of the portfolio, ranked #79.

Univest Financial first reported a position in TDG in Q1 2024 and has held it in 9 quarters since. The position peaked at $5.82M in Q2 2025. 1,107 funds tracked by Wall St. Rank hold TDG as of Q1 2026.

Univest Financial held 3,504 shares of TransDigm Group worth $4.06M as of Q1 2026.
Univest Financial bought 120 TransDigm Group shares in Q1 2026, an estimated $157K.
TransDigm Group made up 0.23% of Univest Financial's portfolio in Q1 2026, its #79 holding.
Univest Financial first reported a position in TransDigm Group in Q1 2024 and has held it in 9 quarters since.
Univest Financial's TransDigm Group position peaked at $5.82M in Q2 2025.
1,107 funds tracked by Wall St. Rank held TransDigm Group as of Q1 2026.

Based on Univest Financial's 13F filing for Q1 2026, filed 1 May 2026.