Avantax Advisory Services’s TransDigm Group TDG Stock Holding History

Avantax Advisory Services’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	$1.47M	Sell	969 -11	-1%	-$15.4K	0.01%	949
2025 Q1	$1.36M	Buy	980 +135	+16%	+$180K	0.01%	937
2024 Q4	$1.07M	Buy	845 +122	+17%	+$161K	0.01%	1012
2024 Q3	$1.03M	Buy	723 +54	+8%	+$70.2K	0.01%	1002
2024 Q2	$855K	Buy	+669	New	+$858K	0.01%	1068

Other funds holding TDG

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

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 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 Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Avantax Advisory Services's TDG Position: Q2 2025 in Review

Avantax Advisory Services reduced its TransDigm Group (TDG) stake by 1.1% in Q2 2025, selling an estimated $15.4K and leaving 969 shares worth $1.47M. The position accounts for 0.01% of the portfolio, ranked #949.

Avantax Advisory Services first reported a position in TDG in Q2 2024 and has held it in 5 quarters since. 1,110 funds tracked by Wall St. Rank hold TDG as of Q2 2025.

Avantax Advisory Services held 969 shares of TransDigm Group worth $1.47M as of Q2 2025.
Avantax Advisory Services sold 11 TransDigm Group shares in Q2 2025, an estimated $15.4K.
TransDigm Group made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #949 holding.
Avantax Advisory Services first reported a position in TransDigm Group in Q2 2024 and has held it in 5 quarters since.
1,110 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.