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Welch & Forbes’s TransDigm Group TDG Stock Holding History

Welch & Forbes’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 		$220K Buy
+165
New +$203K ﹤0.01% 373
2026
Q1 		– Sell
-174
Closed -$231K – 379
2025
Q4 		$231K Hold
174
– – ﹤0.01% 355
2025
Q3 		$229K Sell
174
-4
-2% -$5.72K ﹤0.01% 360
2025
Q2 		$271K Buy
178
+1
+0.6% +$1.41K ﹤0.01% 339
2025
Q1 		$245K Hold
177
– – ﹤0.01% 339
2024
Q4 		$224K Buy
+177
New +$233K ﹤0.01% 362

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

Welch & Forbes's TDG Position: Q2 2026 in Review

Welch & Forbes opened a new position in TransDigm Group (TDG) in Q2 2026: 165 shares worth $220K. The stake represents ﹤0.01% of the portfolio and ranks #373 among its holdings. This is a return to the name: Welch & Forbes previously reported a position in TDG as recently as Q4 2025.

Welch & Forbes first reported a position in TDG in Q4 2024 and has held it in 6 quarters since. The position peaked at $271K in Q2 2025. 1,141 funds tracked by Wall St. Rank hold TDG as of Q2 2026.

  • Welch & Forbes held 165 shares of TransDigm Group worth $220K as of Q2 2026.
  • TransDigm Group was a new Welch & Forbes position in Q2 2026.
  • TransDigm Group made up ﹤0.01% of Welch & Forbes's portfolio in Q2 2026, its #373 holding.
  • Welch & Forbes first reported a position in TransDigm Group in Q4 2024 and has held it in 6 quarters since.
  • Welch & Forbes's TransDigm Group position peaked at $271K in Q2 2025.
  • 1,141 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2026.

Based on Welch & Forbes's 13F filing for Q2 2026, filed 30 Jul 2026.