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Valley Wealth Managers’s TransDigm Group TDG Stock Holding History

Valley Wealth Managers’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 		$532K Buy
459
+15
+3% +$19.7K 0.03% 162
2025
Q4 		$590K Sell
444
-12
-3% -$15.7K 0.04% 159
2025
Q3 		$601K Buy
456
+89
+24% +$127K 0.04% 156
2025
Q2 		$558K Buy
+367
New +$515K 0.04% 153

Other funds holding TDG

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
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
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Valley Wealth Managers's TDG Position: Q1 2026 in Review

Valley Wealth Managers increased its TransDigm Group (TDG) stake by 3.4% in Q1 2026, buying an estimated $19.7K and bringing the position to 459 shares worth $532K. The position accounts for 0.03% of the portfolio, ranked #162.

Valley Wealth Managers first reported a position in TDG in Q2 2025 and has held it in 4 quarters since. The position peaked at $601K in Q3 2025. 1,107 funds tracked by Wall St. Rank hold TDG as of Q1 2026.

  • Valley Wealth Managers held 459 shares of TransDigm Group worth $532K as of Q1 2026.
  • Valley Wealth Managers bought 15 TransDigm Group shares in Q1 2026, an estimated $19.7K.
  • TransDigm Group made up 0.03% of Valley Wealth Managers's portfolio in Q1 2026, its #162 holding.
  • Valley Wealth Managers first reported a position in TransDigm Group in Q2 2025 and has held it in 4 quarters since.
  • Valley Wealth Managers's TransDigm Group position peaked at $601K in Q3 2025.
  • 1,107 funds tracked by Wall St. Rank held TransDigm Group as of Q1 2026.

Based on Valley Wealth Managers's 13F filing for Q1 2026, filed 6 May 2026.