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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
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 $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

Waverly Advisors's TDG Position: Q1 2026 in Review

Waverly Advisors increased its TransDigm Group (TDG) stake by 10% in Q1 2026, buying an estimated $78.7K and bringing the position to 647 shares worth $750K. The position accounts for 0.01% of the portfolio, ranked #921.

Waverly Advisors first reported a position in TDG in Q4 2024 and has held it in 6 quarters since. The position peaked at $780K in Q4 2025. 1,107 funds tracked by Wall St. Rank hold TDG as of Q1 2026.

  • Waverly Advisors held 647 shares of TransDigm Group worth $750K as of Q1 2026.
  • Waverly Advisors bought 60 TransDigm Group shares in Q1 2026, an estimated $78.7K.
  • TransDigm Group made up 0.01% of Waverly Advisors's portfolio in Q1 2026, its #921 holding.
  • Waverly Advisors first reported a position in TransDigm Group in Q4 2024 and has held it in 6 quarters since.
  • Waverly Advisors's TransDigm Group position peaked at $780K in Q4 2025.
  • 1,107 funds tracked by Wall St. Rank held TransDigm Group as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.