WT
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Whittier Trust’s TransDigm Group TDG Stock Holding History

Whittier Trust’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 		$949K Hold
705
– – 0.01% 392
2026
Q1 		$839K Sell
705
-56
-7% -$73.4K 0.01% 374
2025
Q4 		$1.05M Hold
761
– – 0.01% 341
2025
Q3 		$981K Sell
761
-5
-0.7% -$7.15K 0.01% 346
2025
Q2 		$1.16M Hold
766
– – 0.01% 362
2025
Q1 		$1.06M Buy
766
+115
+18% +$153K 0.01% 371
2024
Q4 		$825K Buy
651
+5
+0.8% +$6.59K 0.01% 410
2024
Q3 		$922K Buy
646
+2
+0.3% +$2.6K 0.01% 398
2024
Q2 		$823K Buy
644
+7
+1% +$8.97K 0.01% 399
2024
Q1 		$785K Hold
637
– – 0.01% 407
2023
Q4 		$644K Sell
637
-52
-8% -$48K 0.01% 429
2023
Q3 		$581K Buy
689
+220
+47% +$193K 0.01% 438
2023
Q2 		$419K Sell
469
-46
-9% -$36.4K 0.01% 490
2023
Q1 		$380K Buy
515
+266
+107% +$190K 0.01% 516
2022
Q4 		$157K Sell
249
-32
-11% -$18.9K ﹤0.01% 704
2022
Q3 		$147K Buy
281
+54
+24% +$32.2K ﹤0.01% 707
2022
Q2 		$122K Buy
227
+8
+4% +$4.72K ﹤0.01% 744
2022
Q1 		$143K Buy
219
+39
+22% +$25.1K ﹤0.01% 742
2021
Q4 		$115K Buy
180
+49
+37% +$30.7K ﹤0.01% 791
2021
Q3 		$82K Sell
131
-12
-8% -$7.5K ﹤0.01% 820
2021
Q2 		$93K Hold
143
– – ﹤0.01% 818
2021
Q1 		$84K Buy
143
+16
+13% +$9.43K ﹤0.01% 814
2020
Q4 		$79K Buy
127
+45
+55% +$24.7K ﹤0.01% 763
2020
Q3 		$39K Buy
82
+6
+8% +$2.82K ﹤0.01% 882
2020
Q2 		$33K Sell
76
-2
-3% -$757 ﹤0.01% 874
2020
Q1 		$25K Sell
78
-1
-1% -$545 ﹤0.01% 940
2019
Q4 		$44K Buy
79
+2
+3% +$1.09K ﹤0.01% 874
2019
Q3 		$40K Buy
77
+73
+1,825% +$37.4K ﹤0.01% 880
2019
Q2 		$2K Hold
4
– – ﹤0.01% 1245
2019
Q1 		$2K Buy
+4
New +$1.62K ﹤0.01% 1231

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

Whittier Trust's TDG Position: Q2 2026 in Review

Whittier Trust held its TransDigm Group (TDG) position steady in Q2 2026 at 705 shares worth $949K. The position accounts for 0.01% of the portfolio, ranked #392.

Whittier Trust first reported a position in TDG in Q1 2019 and has held it in 30 quarters since. The position peaked at $1.16M in Q2 2025. 1,140 funds tracked by Wall St. Rank hold TDG as of Q2 2026.

  • Whittier Trust held 705 shares of TransDigm Group worth $949K as of Q2 2026.
  • Whittier Trust left its TransDigm Group share count unchanged in Q2 2026.
  • TransDigm Group made up 0.01% of Whittier Trust's portfolio in Q2 2026, its #392 holding.
  • Whittier Trust first reported a position in TransDigm Group in Q1 2019 and has held it in 30 quarters since.
  • Whittier Trust's TransDigm Group position peaked at $1.16M in Q2 2025.
  • 1,140 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.