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Athena Wealth Management’s TransDigm Group TDG Stock Holding History

Athena Wealth Management’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
-175
Closed -$232K – 118
2025
Q4 		$232K Buy
+175
New +$229K 0.23% 91

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

Athena Wealth Management's TDG Position: Q1 2026 in Review

Athena Wealth Management sold out of TransDigm Group (TDG) in Q1 2026, closing a stake of 175 shares — an estimated $232K sold.

Athena Wealth Management first reported a position in TDG in Q4 2025 and held it in 1 quarter. The position peaked at $232K in Q4 2025. 1,108 funds tracked by Wall St. Rank hold TDG as of Q1 2026.

  • Athena Wealth Management reported no remaining TransDigm Group position as of Q1 2026 after selling out during the quarter.
  • Athena Wealth Management sold 175 TransDigm Group shares in Q1 2026, an estimated $232K.
  • Athena Wealth Management first reported a position in TransDigm Group in Q4 2025 and held it in 1 quarter.
  • Athena Wealth Management's TransDigm Group position peaked at $232K in Q4 2025.
  • 1,108 funds tracked by Wall St. Rank held TransDigm Group as of Q1 2026.

Based on Athena Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.