VAG
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VisionPoint Advisory Group’s TransDigm Group TDG Stock Holding History

VisionPoint Advisory Group’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 		– Sell
-291
Closed -$337K – 518
2026
Q1 		$337K Buy
+291
New +$381K 0.06% 299
2025
Q3 		– Sell
-253
Closed -$385K – 414
2025
Q2 		$385K Buy
253
+82
+48% +$115K 0.08% 226
2025
Q1 		$237K Buy
171
+8
+5% +$10.7K 0.08% 185
2024
Q4 		$204K Buy
163
+42
+35% +$55.3K 0.07% 182
2024
Q3 		$173K Buy
121
+27
+29% +$35.1K 0.06% 185
2024
Q2 		$120K Buy
94
+35
+59% +$44.9K 0.04% 202
2024
Q1 		$72.7K Buy
59
+22
+59% +$24.8K 0.03% 236
2023
Q4 		$37.4K Buy
+37
New +$34.1K 0.01% 287

Other funds holding TDG

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

VisionPoint Advisory Group's TDG Position: Q2 2026 in Review

VisionPoint Advisory Group sold out of TransDigm Group (TDG) in Q2 2026, closing a stake of 291 shares — an estimated $337K sold.

VisionPoint Advisory Group first reported a position in TDG in Q4 2023 and held it in 8 quarters. The position peaked at $385K in Q2 2025. 1,138 funds tracked by Wall St. Rank hold TDG as of Q2 2026.

  • VisionPoint Advisory Group reported no remaining TransDigm Group position as of Q2 2026 after selling out during the quarter.
  • VisionPoint Advisory Group sold 291 TransDigm Group shares in Q2 2026, an estimated $337K.
  • VisionPoint Advisory Group first reported a position in TransDigm Group in Q4 2023 and held it in 8 quarters.
  • VisionPoint Advisory Group's TransDigm Group position peaked at $385K in Q2 2025.
  • 1,138 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.