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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 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