AWS
TDG icon

Atria Wealth Solutions’s TransDigm Group TDG Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$227K Sell
149
-474
-76% -$666K 0.01% 1307
2025
Q1 		$862K Sell
623
-106
-15% -$141K 0.01% 947
2024
Q4 		$924K Buy
729
+35
+5% +$46.1K 0.01% 950
2024
Q3 		$990K Buy
694
+174
+33% +$226K 0.01% 921
2024
Q2 		$665K Sell
520
-250
-32% -$321K 0.01% 1085
2024
Q1 		$949K Buy
770
+291
+61% +$328K 0.01% 933
2023
Q4 		$485K Buy
479
+155
+48% +$143K 0.01% 1229
2023
Q3 		$273K Buy
324
+69
+27% +$60.5K ﹤0.01% 1473
2023
Q2 		$228K Buy
+255
New +$202K ﹤0.01% 1614
2022
Q4 		– Sell
-521
Closed -$273K – 1879
2022
Q3 		$273K Sell
521
-3
-0.6% -$1.79K ﹤0.01% 1357
2022
Q2 		$281K Buy
+524
New +$309K 0.01% 1249

Other funds holding TDG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Atria Wealth Solutions's TDG Position: Q2 2025 in Review

Atria Wealth Solutions reduced its TransDigm Group (TDG) stake by 76% in Q2 2025, selling an estimated $666K and leaving 149 shares worth $227K. The position accounts for 0.01% of the portfolio, ranked #1307.

Atria Wealth Solutions first reported a position in TDG in Q2 2022 and has held it in 11 quarters since. The position peaked at $990K in Q3 2024. 1,111 funds tracked by Wall St. Rank hold TDG as of Q2 2025.

  • Atria Wealth Solutions held 149 shares of TransDigm Group worth $227K as of Q2 2025.
  • Atria Wealth Solutions sold 474 TransDigm Group shares in Q2 2025, an estimated $666K.
  • TransDigm Group made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1307 holding.
  • Atria Wealth Solutions first reported a position in TransDigm Group in Q2 2022 and has held it in 11 quarters since.
  • Atria Wealth Solutions's TransDigm Group position peaked at $990K in Q3 2024.
  • 1,111 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.