Veritas Asset Management’s TransDigm Group TDG Stock Holding History

Veritas Asset 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
2026 Q2	$184M	Buy	137,969 +3,995	+3%	+$4.91M	3.31%	14
2026 Q1	$155M	Sell	133,974 -7,868	-6%	-$10.3M	2.63%	15
2025 Q4	$189M	Buy	+141,842	New	+$186M	1.93%	17
2013 Q4	–	Sell	-515,000	Closed	-$71.4M	–	31
2013 Q3	$71.4M	Hold	515,000	–	–	1.69%	15
2013 Q2	$80.7M	Buy	+515,000	New	+$77.3M	1.93%	15

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 $3.37T AUM 44.26% 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

Veritas Asset Management's TDG Position: Q2 2026 in Review

Veritas Asset Management increased its TransDigm Group (TDG) stake by 3% in Q2 2026, buying an estimated $4.91M and bringing the position to 137,969 shares worth $184M. The position accounts for 3.31% of the portfolio, ranked #14.

Veritas Asset Management first reported a position in TDG in Q2 2013 and has held it in 5 quarters since. The position peaked at $189M in Q4 2025. 1,143 funds tracked by Wall St. Rank hold TDG as of Q2 2026.

Veritas Asset Management held 137,969 shares of TransDigm Group worth $184M as of Q2 2026.
Veritas Asset Management bought 3,995 TransDigm Group shares in Q2 2026, an estimated $4.91M.
TransDigm Group made up 3.31% of Veritas Asset Management's portfolio in Q2 2026, its #14 holding.
Veritas Asset Management first reported a position in TransDigm Group in Q2 2013 and has held it in 5 quarters since.
Veritas Asset Management's TransDigm Group position peaked at $189M in Q4 2025.
1,143 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2026.

Based on Veritas Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.