Yarbrough Capital’s TransDigm Group TDG Stock Holding History

Yarbrough Capital’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	–	Sell	-354	Closed	-$471K	–	142
2025 Q4	$471K	Hold	354	–	–	0.01%	118
2025 Q3	$467K	Hold	354	–	–	0.01%	127
2025 Q2	$538K	Hold	354	–	–	0.02%	123
2025 Q1	$490K	Hold	354	–	–	0.02%	133
2024 Q4	$449K	Hold	354	–	–	0.02%	134
2024 Q3	$505K	Hold	354	–	–	0.02%	134
2024 Q2	$452K	Hold	354	–	–	0.02%	135
2024 Q1	$436K	Buy	+354	New	+$399K	0.02%	145

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

Yarbrough Capital's TDG Position: Q1 2026 in Review

Yarbrough Capital sold out of TransDigm Group (TDG) in Q1 2026, closing a stake of 354 shares — an estimated $471K sold.

Yarbrough Capital first reported a position in TDG in Q1 2024 and held it in 8 quarters. The position peaked at $538K in Q2 2025. 1,108 funds tracked by Wall St. Rank hold TDG as of Q1 2026.

Yarbrough Capital reported no remaining TransDigm Group position as of Q1 2026 after selling out during the quarter.
Yarbrough Capital sold 354 TransDigm Group shares in Q1 2026, an estimated $471K.
Yarbrough Capital first reported a position in TransDigm Group in Q1 2024 and held it in 8 quarters.
Yarbrough Capital's TransDigm Group position peaked at $538K in Q2 2025.
1,108 funds tracked by Wall St. Rank held TransDigm Group as of Q1 2026.

Based on Yarbrough Capital's 13F filing for Q1 2026, filed 14 Apr 2026.