Wealthspire Advisors (New York)’s TransDigm Group TDG Stock Holding History

Wealthspire Advisors (New York)’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	$722K	Buy	623 +339	+119%	+$444K	0.01%	479
2025 Q4	$378K	Buy	284 +136	+92%	+$178K	﹤0.01%	707
2025 Q3	$195K	Sell	148 -34	-19%	-$48.6K	﹤0.01%	803
2025 Q2	$277K	Buy	182 +22	+14%	+$30.9K	﹤0.01%	691
2025 Q1	$222K	Sell	160 -20	-11%	-$26.7K	﹤0.01%	713
2024 Q4	$228K	Buy	180 +36	+25%	+$47.4K	﹤0.01%	714
2024 Q3	$206K	Buy	+144	New	+$187K	﹤0.01%	704
2021 Q2	–	Sell	-548	Closed	-$322K	–	627
2021 Q1	$322K	Buy	548 +66	+14%	+$38.9K	0.01%	530
2020 Q4	$298K	Buy	+482	New	+$265K	0.01%	438
2020 Q2	–	Sell	-1,109	Closed	-$355K	–	500
2020 Q1	$355K	Buy	+1,109	New	+$604K	0.01%	352
2019 Q1	–	Sell	-23	Closed	-$8K	–	700
2018 Q4	$8K	Buy	+23	New	+$7.89K	﹤0.01%	567

Other funds holding TDG

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealthspire Advisors (New York)'s TDG Position: Q1 2026 in Review

Wealthspire Advisors (New York) increased its TransDigm Group (TDG) stake by 119% in Q1 2026, buying an estimated $444K and bringing the position to 623 shares worth $722K. The position accounts for 0.01% of the portfolio, ranked #479.

Wealthspire Advisors (New York) first reported a position in TDG in Q4 2018 and has held it in 11 quarters since. 1,107 funds tracked by Wall St. Rank hold TDG as of Q1 2026.

Wealthspire Advisors (New York) held 623 shares of TransDigm Group worth $722K as of Q1 2026.
Wealthspire Advisors (New York) bought 339 TransDigm Group shares in Q1 2026, an estimated $444K.
TransDigm Group made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #479 holding.
Wealthspire Advisors (New York) first reported a position in TransDigm Group in Q4 2018 and has held it in 11 quarters since.
1,107 funds tracked by Wall St. Rank held TransDigm Group as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.