WA
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Waverly Advisors’s TransDigm Group TDG Stock Holding History

Waverly Advisors’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 		$884K Buy
664
+17
+3% +$20.9K 0.01% 937
2026
Q1 		$750K Buy
647
+60
+10% +$78.7K 0.01% 921
2025
Q4 		$780K Buy
587
+343
+141% +$450K 0.01% 839
2025
Q3 		$322K Sell
244
-7
-3% -$10K ﹤0.01% 1012
2025
Q2 		$382K Buy
251
+13
+5% +$18.3K ﹤0.01% 889
2025
Q1 		$329K Buy
238
+43
+22% +$57.3K ﹤0.01% 897
2024
Q4 		$247K Buy
+195
New +$257K ﹤0.01% 879

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 $3.38T AUM 44.17% 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

Waverly Advisors's TDG Position: Q2 2026 in Review

Waverly Advisors increased its TransDigm Group (TDG) stake by 2.6% in Q2 2026, buying an estimated $20.9K and bringing the position to 664 shares worth $884K. The position accounts for 0.01% of the portfolio, ranked #937.

Waverly Advisors first reported a position in TDG in Q4 2024 and has held it in 7 quarters since. 1,144 funds tracked by Wall St. Rank hold TDG as of Q2 2026.

  • Waverly Advisors held 664 shares of TransDigm Group worth $884K as of Q2 2026.
  • Waverly Advisors bought 17 TransDigm Group shares in Q2 2026, an estimated $20.9K.
  • TransDigm Group made up 0.01% of Waverly Advisors's portfolio in Q2 2026, its #937 holding.
  • Waverly Advisors first reported a position in TransDigm Group in Q4 2024 and has held it in 7 quarters since.
  • 1,144 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.